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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 | $34,099 | $95,404-64.3% | $113,397-69.9% | $82,637-58.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 21.07% | 19.08%+2.0pp | 23.20%-2.1pp | 53.51%-32.4pp |
| Employer contribution / active EE | $1,300 | $2,307-43.6% | $2,977-56.3% | $2,552-49.1% |
| Participant deferral / active EE | $3,240 | $4,220-23.2% | $5,076-36.2% | $4,126-21.5% |
| Admin fee / account holder | $1,434 | $9,168-84.4% | $11,957-88.0% | $7,339-80.5% |