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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 | $38,365 | $81,504-52.9% | $102,437-62.5% | $80,959-52.6% |
| Participation rate | 51.7% | 66.9%-15.2pp | 74.5%-22.8pp | 67.7%-16.0pp |
| Annual return | 10.91% | 25.60%-14.7pp | 24.95%-14.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,765 | $3,104-43.1% | $3,871-54.4% | $2,757-36.0% |
| Participant deferral / active EE | $2,491 | $3,871-35.7% | $5,060-50.8% | $4,300-42.1% |
| Admin fee / account holder | $711 | $6,719-89.4% | $8,388-91.5% | $6,925-89.7% |