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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 | $51,304 | $58,057-11.6% | $97,032-47.1% | $86,983-41.0% |
| Participation rate | 43.2% | 60.4%-17.1pp | 71.6%-28.3pp | 69.5%-26.3pp |
| Annual return | 14.78% | 22.26%-7.5pp | 35.38%-20.6pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,184 | $1,663-28.8% | $2,629-55.0% | $2,584-54.2% |
| Participant deferral / active EE | $3,220 | $3,244-0.7% | $4,672-31.1% | $4,194-23.2% |
| Admin fee / account holder | $1,844 | $4,839-61.9% | $9,418-80.4% | $7,856-76.5% |