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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,534 | $58,057+19.8% | $97,032-28.3% | $86,983-20.1% |
| Participation rate | 32.1% | 60.4%-28.2pp | 71.6%-39.4pp | 69.5%-37.4pp |
| Annual return | 17.17% | 22.26%-5.1pp | 35.38%-18.2pp | 25.83%-8.7pp |
| Employer contribution / active EE | $1,146 | $1,663-31.1% | $2,629-56.4% | $2,584-55.6% |
| Participant deferral / active EE | $2,363 | $3,244-27.2% | $4,672-49.4% | $4,194-43.7% |
| Admin fee / account holder | $16,813 | $4,839+247.5% | $9,418+78.5% | $7,856+114.0% |