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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 | $41,910 | $101,778-58.8% | $164,975-74.6% | $80,925-48.2% |
| Participation rate | 48.5% | 71.8%-23.3pp | 78.6%-30.1pp | 67.7%-19.2pp |
| Annual return | 12.55% | 16.73%-4.2pp | 70.12%-57.6pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,258 | $2,954-57.4% | $4,343-71.0% | $2,756-54.3% |
| Participant deferral / active EE | $2,455 | $4,477-45.2% | $6,033-59.3% | $4,299-42.9% |
| Admin fee / account holder | $1,898 | $8,221-76.9% | $12,688-85.0% | $6,940-72.6% |