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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 | $56,040 | $95,453-41.3% | $112,040-50.0% | $82,448-32.0% |
| Participation rate | 40.5% | 72.8%-32.3pp | 76.5%-36.0pp | 68.1%-27.6pp |
| Annual return | 15.85% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $764 | $2,318-67.0% | $2,954-74.1% | $2,551-70.0% |
| Participant deferral / active EE | $2,129 | $4,224-49.6% | $5,098-58.2% | $4,139-48.6% |
| Admin fee / account holder | $525 | $9,013-94.2% | $12,098-95.7% | $7,234-92.7% |