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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 | $46,788 | $68,607-31.8% | $147,027-68.2% | $64,340-27.3% |
| Participation rate | 33.3% | 50.4%-17.1pp | 73.7%-40.4pp | 55.2%-21.9pp |
| Annual return | 16.61% | 13.75%+2.9pp | 20.23%-3.6pp | 24.14%-7.5pp |
| Employer contribution / active EE | $1,077 | $1,554-30.7% | $3,626-70.3% | $1,862-42.1% |
| Participant deferral / active EE | $2,001 | $2,402-16.7% | $4,933-59.4% | $2,980-32.8% |
| Admin fee / account holder | $4,287 | $3,287+30.4% | $12,223-64.9% | $3,703+15.8% |