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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 | $33,869 | $77,896-56.5% | $134,172-74.8% | $82,448-58.9% |
| Participation rate | 51.6% | 62.8%-11.2pp | 72.5%-20.9pp | 68.1%-16.5pp |
| Annual return | 16.97% | 18.21%-1.2pp | 25.30%-8.3pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,138 | $2,159-47.3% | $3,420-66.7% | $2,551-55.4% |
| Participant deferral / active EE | $2,201 | $3,162-30.4% | $4,690-53.1% | $4,139-46.8% |
| Admin fee / account holder | $2,046 | $6,336-67.7% | $12,016-83.0% | $7,234-71.7% |