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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 | $29,504 | $57,590-48.8% | $86,233-65.8% | $82,448-64.2% |
| Participation rate | 57.1% | 57.9%-0.7pp | 69.0%-11.9pp | 68.1%-10.9pp |
| Annual return | 19.46% | 22.41%-3.0pp | 61.39%-41.9pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,066 | $1,655-35.6% | $2,504-57.4% | $2,551-58.2% |
| Participant deferral / active EE | $2,434 | $3,080-21.0% | $4,559-46.6% | $4,139-41.2% |
| Admin fee / account holder | $2,368 | $4,730-49.9% | $8,342-71.6% | $7,234-67.3% |