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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 | $39,882 | $77,896-48.8% | $134,172-70.3% | $82,448-51.6% |
| Participation rate | 45.7% | 62.8%-17.1pp | 72.5%-26.8pp | 68.1%-22.4pp |
| Annual return | 19.27% | 18.21%+1.1pp | 25.30%-6.0pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,377 | $2,159-36.2% | $3,420-59.7% | $2,551-46.0% |
| Participant deferral / active EE | $2,392 | $3,162-24.4% | $4,690-49.0% | $4,139-42.2% |
| Admin fee / account holder | $1,325 | $6,336-79.1% | $12,016-89.0% | $7,234-81.7% |