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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 | $33,633 | $86,949-61.3% | $102,460-67.2% | $80,959-58.5% |
| Participation rate | 45.9% | 72.4%-26.4pp | 76.5%-30.6pp | 67.7%-21.7pp |
| Annual return | 16.43% | 18.89%-2.5pp | 29.47%-13.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,020 | $2,370-14.7% | $3,025-33.2% | $2,757-26.7% |
| Participant deferral / active EE | $3,884 | $4,121-5.7% | $5,056-23.2% | $4,300-9.7% |
| Admin fee / account holder | $2,250 | $8,048-72.0% | $9,460-76.2% | $6,925-67.5% |