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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 | $32,102 | $77,896-58.8% | $134,172-76.1% | $82,448-61.1% |
| Participation rate | 34.7% | 62.8%-28.1pp | 72.5%-37.8pp | 68.1%-33.4pp |
| Annual return | 18.54% | 18.21%+0.3pp | 25.30%-6.8pp | 41.64%-23.1pp |
| Employer contribution / active EE | $949 | $2,159-56.0% | $3,420-72.2% | $2,551-62.8% |
| Participant deferral / active EE | $1,780 | $3,162-43.7% | $4,690-62.1% | $4,139-57.0% |
| Admin fee / account holder | $2,435 | $6,336-61.6% | $12,016-79.7% | $7,234-66.3% |