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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 | $44,206 | $78,013-43.3% | $178,449-75.2% | $80,911-45.4% |
| Participation rate | 53.6% | 65.7%-12.1pp | 77.1%-23.5pp | 67.6%-14.0pp |
| Annual return | 16.97% | 18.07%-1.1pp | 27.09%-10.1pp | 35.63%-18.7pp |
| Employer contribution / active EE | $1,419 | $2,287-38.0% | $3,951-64.1% | $2,756-48.5% |
| Participant deferral / active EE | $2,716 | $4,408-38.4% | $6,277-56.7% | $4,297-36.8% |
| Admin fee / account holder | $1,200 | $7,166-83.2% | $10,362-88.4% | $6,935-82.7% |