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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 | $48,680 | $58,627-17.0% | $76,735-36.6% | $82,448-41.0% |
| Participation rate | 31.1% | 63.2%-32.1pp | 69.5%-38.4pp | 68.1%-37.0pp |
| Annual return | 23.64% | 39.10%-15.5pp | 29.77%-6.1pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,156 | $1,729-33.1% | $2,454-52.9% | $2,551-54.7% |
| Participant deferral / active EE | $2,171 | $3,134-30.7% | $4,088-46.9% | $4,139-47.6% |
| Admin fee / account holder | $7,388 | $5,323+38.8% | $7,189+2.8% | $7,234+2.1% |