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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 | $33,621 | $77,896-56.8% | $134,172-74.9% | $82,448-59.2% |
| Participation rate | 42.3% | 62.8%-20.5pp | 72.5%-30.2pp | 68.1%-25.8pp |
| Annual return | 14.50% | 18.21%-3.7pp | 25.30%-10.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,465 | $2,159-32.2% | $3,420-57.2% | $2,551-42.6% |
| Participant deferral / active EE | $2,940 | $3,162-7.0% | $4,690-37.3% | $4,139-29.0% |
| Admin fee / account holder | $7,792 | $6,336+23.0% | $12,016-35.2% | $7,234+7.7% |