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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 | $36,770 | $67,894-45.8% | $89,340-58.8% | $82,448-55.4% |
| Participation rate | 45.9% | 64.0%-18.2pp | 69.6%-23.7pp | 68.1%-22.2pp |
| Annual return | 16.80% | 19.21%-2.4pp | 20.57%-3.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,293 | $1,828-29.3% | $2,231-42.1% | $2,551-49.3% |
| Participant deferral / active EE | $3,702 | $3,072+20.5% | $3,823-3.2% | $4,139-10.6% |
| Admin fee / account holder | $5,355 | $5,723-6.4% | $6,704-20.1% | $7,234-26.0% |