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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 | $44,251 | $56,894-22.2% | $84,753-47.8% | $62,881-29.6% |
| Participation rate | 54.5% | 68.5%-14.0pp | 76.6%-22.0pp | 69.3%-14.8pp |
| Annual return | 10.98% | 6.30%+4.7pp | 22.78%-11.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,020 | $2,400-57.5% | $3,574-71.5% | $2,281-55.3% |
| Participant deferral / active EE | $1,308 | $2,709-51.7% | $3,712-64.8% | $3,203-59.2% |
| Admin fee / account holder | $1,157 | $3,581-67.7% | $5,333-78.3% | $4,296-73.1% |