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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 | $32,653 | $67,894-51.9% | $89,340-63.5% | $82,448-60.4% |
| Participation rate | 40.9% | 64.0%-23.2pp | 69.6%-28.7pp | 68.1%-27.2pp |
| Annual return | 20.83% | 19.21%+1.6pp | 20.57%+0.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,194 | $1,828-34.7% | $2,231-46.5% | $2,551-53.2% |
| Participant deferral / active EE | $2,589 | $3,072-15.7% | $3,823-32.3% | $4,139-37.4% |
| Admin fee / account holder | $3,455 | $5,723-39.6% | $6,704-48.5% | $7,234-52.2% |