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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 | $55,300 | $86,940-36.4% | $102,434-46.0% | $80,935-31.7% |
| Participation rate | 45.5% | 72.4%-26.9pp | 76.5%-31.1pp | 67.7%-22.2pp |
| Annual return | 17.16% | 18.89%-1.7pp | 29.46%-12.3pp | 35.66%-18.5pp |
| Employer contribution / active EE | $1,502 | $2,370-36.6% | $3,023-50.3% | $2,757-45.5% |
| Participant deferral / active EE | $3,594 | $4,121-12.8% | $5,055-28.9% | $4,299-16.4% |
| Admin fee / account holder | $2,111 | $8,047-73.8% | $9,462-77.7% | $6,924-69.5% |