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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 | $77,962-43.3% | $178,540-75.2% | $80,935-45.4% |
| Participation rate | 53.6% | 65.7%-12.1pp | 77.1%-23.5pp | 67.7%-14.1pp |
| Annual return | 16.97% | 18.10%-1.1pp | 27.15%-10.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,419 | $2,280-37.8% | $3,953-64.1% | $2,757-48.5% |
| Participant deferral / active EE | $2,716 | $4,404-38.3% | $6,281-56.8% | $4,299-36.8% |
| Admin fee / account holder | $1,200 | $7,156-83.2% | $10,424-88.5% | $6,924-82.7% |