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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 | $81,476-28.3% | $102,383-43.0% | $80,925-27.8% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 13.59% | 25.59%-12.0pp | 24.94%-11.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,431 | $3,105-53.9% | $3,870-63.0% | $2,756-48.1% |
| Participant deferral / active EE | $2,423 | $3,871-37.4% | $5,060-52.1% | $4,299-43.6% |
| Admin fee / account holder | $697 | $6,717-89.6% | $8,391-91.7% | $6,940-90.0% |