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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 | $31,686 | $37,446-15.4% | $77,552-59.1% | $79,856-60.3% |
| Participation rate | 49.1% | 41.5%+7.6pp | 54.2%-5.1pp | 69.6%-20.5pp |
| Annual return | 15.52% | 39.76%-24.2pp | 54.82%-39.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,118 | $637+75.5% | $987+13.3% | $2,471-54.7% |
| Participant deferral / active EE | $1,900 | $1,261+50.7% | $1,861+2.1% | $3,741-49.2% |
| Admin fee / account holder | $1,176 | $2,506-53.1% | $2,859-58.9% | $5,306-77.8% |