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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 | $70,525 | $77,896-9.5% | $134,172-47.4% | $82,448-14.5% |
| Participation rate | 35.0% | 62.8%-27.8pp | 72.5%-37.5pp | 68.1%-33.1pp |
| Annual return | 18.42% | 18.21%+0.2pp | 25.30%-6.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,254 | $2,159-41.9% | $3,420-63.3% | $2,551-50.8% |
| Participant deferral / active EE | $2,691 | $3,162-14.9% | $4,690-42.6% | $4,139-35.0% |
| Admin fee / account holder | $973 | $6,336-84.6% | $12,016-91.9% | $7,234-86.6% |