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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 | $35,838 | $56,423-36.5% | $77,175-53.6% | $71,476-49.9% |
| Participation rate | 50.4% | 64.3%-13.9pp | 69.6%-19.1pp | 67.9%-17.5pp |
| Annual return | 23.34% | 19.05%+4.3pp | 37.88%-14.5pp | 28.85%-5.5pp |
| Employer contribution / active EE | $930 | $1,866-50.2% | $2,533-63.3% | $2,589-64.1% |
| Participant deferral / active EE | $1,896 | $3,142-39.7% | $3,832-50.5% | $4,290-55.8% |
| Admin fee / account holder | $5,141 | $1,429+259.8% | $5,474-6.1% | $1,587+223.8% |