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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 | $41,679 | $97,550-57.3% | $120,344-65.4% | $87,485-52.4% |
| Participation rate | 51.2% | 72.8%-21.6pp | 76.7%-25.5pp | 68.9%-17.7pp |
| Annual return | 19.92% | 18.41%+1.5pp | 20.30%-0.4pp | 26.06%-6.1pp |
| Employer contribution / active EE | $934 | $2,291-59.2% | $3,020-69.1% | $2,596-64.0% |
| Participant deferral / active EE | $2,249 | $4,230-46.8% | $5,135-56.2% | $4,274-47.4% |
| Admin fee / account holder | $2,504 | $9,543-73.8% | $12,742-80.4% | $7,775-67.8% |