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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 | $41,892 | $81,457-48.6% | $103,378-59.5% | $80,911-48.2% |
| Participation rate | 34.5% | 66.8%-32.4pp | 74.5%-40.0pp | 67.6%-33.2pp |
| Annual return | 11.39% | 25.58%-14.2pp | 24.91%-13.5pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,381 | $3,107-55.6% | $3,870-64.3% | $2,756-49.9% |
| Participant deferral / active EE | $2,599 | $3,871-32.9% | $5,058-48.6% | $4,297-39.5% |
| Admin fee / account holder | $2,818 | $6,717-58.1% | $8,401-66.5% | $6,935-59.4% |