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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 | $31,940 | $70,486-54.7% | $100,535-68.2% | $79,856-60.0% |
| Participation rate | 46.0% | 73.6%-27.6pp | 79.4%-33.4pp | 69.6%-23.6pp |
| Annual return | 19.79% | 21.90%-2.1pp | 30.90%-11.1pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,374 | $2,165-36.5% | $3,419-59.8% | $2,471-44.4% |
| Participant deferral / active EE | $2,367 | $5,182-54.3% | $6,271-62.3% | $3,741-36.7% |
| Admin fee / account holder | $1,208 | $4,480-73.0% | $8,085-85.1% | $5,306-77.2% |