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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 | $35,281 | $79,955-55.9% | $98,450-64.2% | $75,181-53.1% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | 20.22% | 19.75%+0.5pp | 21.16%-0.9pp | 160.69%-140.5pp |
| Employer contribution / active EE | $979 | $2,264-56.8% | $3,049-67.9% | $2,671-63.3% |
| Participant deferral / active EE | $2,674 | $3,752-28.7% | $4,739-43.6% | $4,126-35.2% |
| Admin fee / account holder | $527 | $6,841-92.3% | $8,961-94.1% | $5,650-90.7% |