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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 | $53,616 | $67,602-20.7% | $82,312-34.9% | $70,126-23.5% |
| Participation rate | 29.8% | 72.8%-42.9pp | 76.9%-47.1pp | 69.5%-39.7pp |
| Annual return | 15.55% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,021 | $1,755-41.8% | $2,428-57.9% | $2,343-56.4% |
| Participant deferral / active EE | $1,808 | $2,987-39.5% | $3,706-51.2% | $3,332-45.7% |
| Admin fee / account holder | $13,307 | $4,512+195.0% | $5,608+137.3% | $4,645+186.5% |