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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 | $31,650 | $86,949-63.6% | $102,460-69.1% | $80,959-60.9% |
| Participation rate | 50.6% | 72.4%-21.7pp | 76.5%-25.9pp | 67.7%-17.0pp |
| Annual return | 15.97% | 18.89%-2.9pp | 29.47%-13.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,386 | $2,370-41.5% | $3,025-54.2% | $2,757-49.7% |
| Participant deferral / active EE | $2,457 | $4,121-40.4% | $5,056-51.4% | $4,300-42.9% |
| Admin fee / account holder | $1,958 | $8,048-75.7% | $9,460-79.3% | $6,925-71.7% |