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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 | $58,403 | $81,446-28.3% | $103,374-43.5% | $80,874-27.8% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 13.59% | 25.57%-12.0pp | 24.89%-11.3pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,431 | $3,107-54.0% | $3,869-63.0% | $2,756-48.1% |
| Participant deferral / active EE | $2,423 | $3,870-37.4% | $5,058-52.1% | $4,297-43.6% |
| Admin fee / account holder | $697 | $6,715-89.6% | $8,394-91.7% | $6,935-89.9% |