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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 | $33,825 | $58,493-42.2% | $84,021-59.7% | $72,975-53.6% |
| Participation rate | 52.4% | 61.2%-8.9pp | 69.0%-16.6pp | 69.5%-17.1pp |
| Annual return | 25.71% | 28.93%-3.2pp | 71.32%-45.6pp | 81.01%-55.3pp |
| Employer contribution / active EE | $1,066 | $1,163-8.3% | $1,984-46.3% | $2,440-56.3% |
| Participant deferral / active EE | $3,150 | $2,394+31.6% | $3,239-2.7% | $3,608-12.7% |
| Admin fee / account holder | $1,614 | $4,569-64.7% | $6,102-73.5% | $5,124-68.5% |