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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 | $53,497 | $58,057-7.9% | $97,032-44.9% | $86,983-38.5% |
| Participation rate | 43.5% | 60.4%-16.8pp | 71.6%-28.0pp | 69.5%-26.0pp |
| Annual return | 15.43% | 22.26%-6.8pp | 35.38%-20.0pp | 25.83%-10.4pp |
| Employer contribution / active EE | $1,002 | $1,663-39.8% | $2,629-61.9% | $2,584-61.2% |
| Participant deferral / active EE | $1,890 | $3,244-41.7% | $4,672-59.5% | $4,194-54.9% |
| Admin fee / account holder | $5,601 | $4,839+15.8% | $9,418-40.5% | $7,856-28.7% |