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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 | $44,452 | $67,602-34.2% | $82,312-46.0% | $70,126-36.6% |
| Participation rate | 52.9% | 72.8%-19.8pp | 76.9%-24.0pp | 69.5%-16.6pp |
| Annual return | 17.57% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $847 | $1,755-51.7% | $2,428-65.1% | $2,343-63.8% |
| Participant deferral / active EE | $2,995 | $2,987+0.3% | $3,706-19.2% | $3,332-10.1% |
| Admin fee / account holder | $9,057 | $4,512+100.7% | $5,608+61.5% | $4,645+95.0% |