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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 | $33,122 | $67,894-51.2% | $89,340-62.9% | $82,448-59.8% |
| Participation rate | 37.5% | 64.0%-26.5pp | 69.6%-32.1pp | 68.1%-30.6pp |
| Annual return | 17.40% | 19.21%-1.8pp | 20.57%-3.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $914 | $1,828-50.0% | $2,231-59.1% | $2,551-64.2% |
| Participant deferral / active EE | $2,127 | $3,072-30.8% | $3,823-44.4% | $4,139-48.6% |
| Admin fee / account holder | $4,019 | $5,723-29.8% | $6,704-40.0% | $7,234-44.4% |