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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 | $42,048 | $49,025-14.2% | $87,502-51.9% | $62,881-33.1% |
| Participation rate | 27.0% | 64.9%-37.9pp | 73.8%-46.8pp | 69.3%-42.3pp |
| Annual return | 7.50% | 10.02%-2.5pp | 12.21%-4.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $579 | $1,372-57.8% | $2,550-77.3% | $2,281-74.6% |
| Participant deferral / active EE | $1,044 | $2,289-54.4% | $3,149-66.8% | $3,203-67.4% |
| Admin fee / account holder | $2,864 | $4,065-29.6% | $4,221-32.1% | $4,296-33.3% |