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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 | $32,740 | $86,949-62.3% | $102,460-68.0% | $80,959-59.6% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-21.0pp | 67.7%-12.1pp |
| Annual return | 11.76% | 18.89%-7.1pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,059 | $2,370-55.3% | $3,025-65.0% | $2,757-61.6% |
| Participant deferral / active EE | $3,138 | $4,121-23.8% | $5,056-37.9% | $4,300-27.0% |
| Admin fee / account holder | $984 | $8,048-87.8% | $9,460-89.6% | $6,925-85.8% |