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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 | $24,077 | $52,682-54.3% | $78,004-69.1% | $64,097-62.4% |
| Participation rate | 45.4% | 47.7%-2.3pp | 69.4%-24.1pp | 55.2%-9.8pp |
| Annual return | 14.61% | 22.45%-7.8pp | 31.07%-16.5pp | 34.64%-20.0pp |
| Employer contribution / active EE | $1,126 | $1,323-14.9% | $2,469-54.4% | $1,891-40.5% |
| Participant deferral / active EE | $1,907 | $2,346-18.7% | $4,092-53.4% | $3,080-38.1% |
| Admin fee / account holder | $3,396 | $5,420-37.3% | $7,578-55.2% | $3,454-1.7% |