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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 | $31,742 | $73,787-57.0% | $98,716-67.8% | $82,448-61.5% |
| Participation rate | 32.0% | 61.4%-29.4pp | 69.3%-37.3pp | 68.1%-36.1pp |
| Annual return | 18.84% | 18.57%+0.3pp | 31.81%-13.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,181 | $1,511-21.8% | $2,279-48.2% | $2,551-53.7% |
| Participant deferral / active EE | $1,575 | $3,081-48.9% | $4,048-61.1% | $4,139-61.9% |
| Admin fee / account holder | $1,535 | $6,500-76.4% | $8,703-82.4% | $7,234-78.8% |