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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 | $31,518 | $58,099-45.8% | $76,872-59.0% | $75,173-58.1% |
| Participation rate | 47.4% | 63.9%-16.5pp | 69.6%-22.2pp | 67.2%-19.8pp |
| Annual return | 23.04% | 26.71%-3.7pp | 37.90%-14.9pp | 160.72%-137.7pp |
| Employer contribution / active EE | $1,003 | $1,996-49.8% | $2,533-60.4% | $2,671-62.5% |
| Participant deferral / active EE | $1,566 | $2,999-47.8% | $3,832-59.1% | $4,126-62.0% |
| Admin fee / account holder | $569 | $4,778-88.1% | $5,476-89.6% | $5,651-89.9% |