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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 | $51,528 | $43,075+19.6% | $74,577-30.9% | $62,881-18.1% |
| Participation rate | 29.8% | 58.1%-28.3pp | 68.1%-38.3pp | 69.3%-39.5pp |
| Annual return | 5.72% | 17.50%-11.8pp | 20.47%-14.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $633 | $1,498-57.8% | $2,525-74.9% | $2,281-72.3% |
| Participant deferral / active EE | $1,145 | $2,389-52.1% | $3,458-66.9% | $3,203-64.3% |
| Admin fee / account holder | $3,192 | $2,840+12.4% | $4,138-22.9% | $4,296-25.7% |