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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 | $32,132 | $43,075-25.4% | $74,577-56.9% | $62,881-48.9% |
| Participation rate | 43.6% | 58.1%-14.5pp | 68.1%-24.5pp | 69.3%-25.7pp |
| Annual return | 7.21% | 17.50%-10.3pp | 20.47%-13.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,120 | $1,498-25.2% | $2,525-55.6% | $2,281-50.9% |
| Participant deferral / active EE | $1,531 | $2,389-35.9% | $3,458-55.7% | $3,203-52.2% |
| Admin fee / account holder | $1,350 | $2,840-52.5% | $4,138-67.4% | $4,296-68.6% |