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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 | $33,509 | $63,809-47.5% | $81,353-58.8% | $80,935-58.6% |
| Participation rate | 44.7% | 63.9%-19.2pp | 69.5%-24.8pp | 67.7%-22.9pp |
| Annual return | 18.30% | 16.37%+1.9pp | 24.82%-6.5pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,252 | $1,981-36.8% | $2,464-49.2% | $2,757-54.6% |
| Participant deferral / active EE | $3,135 | $3,093+1.3% | $3,885-19.3% | $4,299-27.1% |
| Admin fee / account holder | $880 | $5,686-84.5% | $5,766-84.7% | $6,924-87.3% |