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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 | $43,291 | $56,047-22.8% | $98,716-56.1% | $79,634-45.6% |
| Participation rate | 28.3% | 54.6%-26.3pp | 69.3%-41.0pp | 62.5%-34.2pp |
| Annual return | 13.98% | 17.58%-3.6pp | 31.81%-17.8pp | 36.46%-22.5pp |
| Employer contribution / active EE | $494 | $1,237-60.1% | $2,279-78.3% | $2,529-80.5% |
| Participant deferral / active EE | $891 | $2,469-63.9% | $4,048-78.0% | $3,835-76.8% |
| Admin fee / account holder | $1,800 | $1,512+19.1% | $8,703-79.3% | $1,002+79.7% |