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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 | $28,547 | $59,804-52.3% | $81,982-65.2% | $79,856-64.3% |
| Participation rate | 48.0% | 61.6%-13.6pp | 69.3%-21.3pp | 69.6%-21.6pp |
| Annual return | 14.87% | 17.56%-2.7pp | 41.31%-26.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,181 | $1,713-31.0% | $2,498-52.7% | $2,471-52.2% |
| Participant deferral / active EE | $1,555 | $2,695-42.3% | $3,722-58.2% | $3,741-58.4% |
| Admin fee / account holder | $1,697 | $4,288-60.4% | $5,665-70.0% | $5,306-68.0% |