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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 | $52,445 | $100,194-47.7% | $122,979-57.4% | $86,983-39.7% |
| Participation rate | 62.1% | 73.0%-10.9pp | 77.2%-15.1pp | 69.5%-7.5pp |
| Annual return | 13.35% | 16.47%-3.1pp | 20.12%-6.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,205 | $2,326-48.2% | $3,062-60.6% | $2,584-53.4% |
| Participant deferral / active EE | $2,025 | $4,133-51.0% | $5,003-59.5% | $4,194-51.7% |
| Admin fee / account holder | $2,344 | $10,148-76.9% | $12,864-81.8% | $7,856-70.2% |