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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 | $33,691 | $73,787-54.3% | $98,716-65.9% | $82,448-59.1% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.3%-39.7pp | 68.1%-38.4pp |
| Annual return | 21.50% | 18.57%+2.9pp | 31.81%-10.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,316 | $1,511-12.9% | $2,279-42.2% | $2,551-48.4% |
| Participant deferral / active EE | $4,299 | $3,081+39.5% | $4,048+6.2% | $4,139+3.9% |
| Admin fee / account holder | $3,386 | $6,500-47.9% | $8,703-61.1% | $7,234-53.2% |