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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 | $32,078 | $51,708-38.0% | $106,619-69.9% | $62,881-49.0% |
| Participation rate | 35.2% | 66.9%-31.7pp | 78.0%-42.8pp | 69.3%-34.1pp |
| Annual return | 5.80% | 4.69%+1.1pp | 9.42%-3.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $925 | $1,764-47.6% | $3,947-76.6% | $2,281-59.4% |
| Participant deferral / active EE | $1,370 | $2,315-40.8% | $3,930-65.1% | $3,203-57.2% |
| Admin fee / account holder | $2,147 | $3,349-35.9% | $6,418-66.5% | $4,296-50.0% |