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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 | $36,237 | $46,599-22.2% | $64,101-43.5% | $75,173-51.8% |
| Participation rate | 48.4% | 65.9%-17.5pp | 72.3%-23.9pp | 67.2%-18.8pp |
| Annual return | 16.63% | 26.06%-9.4pp | 33.72%-17.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,433 | $1,975-27.4% | $2,749-47.9% | $2,671-46.3% |
| Participant deferral / active EE | $2,693 | $2,837-5.1% | $3,881-30.6% | $4,126-34.7% |
| Admin fee / account holder | $872 | $2,956-70.5% | $3,070-71.6% | $5,651-84.6% |