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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 | $52,339 | $56,438-7.3% | $76,872-31.9% | $71,511-26.8% |
| Participation rate | 36.5% | 64.3%-27.8pp | 69.6%-33.1pp | 67.9%-31.5pp |
| Annual return | 15.77% | 19.05%-3.3pp | 37.90%-22.1pp | 28.86%-13.1pp |
| Employer contribution / active EE | $1,008 | $1,864-45.9% | $2,533-60.2% | $2,589-61.1% |
| Participant deferral / active EE | $2,168 | $3,136-30.9% | $3,832-43.4% | $4,291-49.5% |
| Admin fee / account holder | $2,868 | $1,430+100.5% | $5,476-47.6% | $1,588+80.5% |