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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 | $35,642 | $58,627-39.2% | $76,735-53.6% | $82,448-56.8% |
| Participation rate | 46.7% | 63.2%-16.6pp | 69.5%-22.8pp | 68.1%-21.4pp |
| Annual return | 19.38% | 39.10%-19.7pp | 29.77%-10.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,153 | $1,729-33.3% | $2,454-53.0% | $2,551-54.8% |
| Participant deferral / active EE | $2,222 | $3,134-29.1% | $4,088-45.6% | $4,139-46.3% |
| Admin fee / account holder | $626 | $5,323-88.2% | $7,189-91.3% | $7,234-91.3% |