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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 | $49,838 | $81,504-38.9% | $102,437-51.3% | $80,959-38.4% |
| Participation rate | 32.9% | 66.9%-34.0pp | 74.5%-41.7pp | 67.7%-34.8pp |
| Annual return | 17.27% | 25.60%-8.3pp | 24.95%-7.7pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,302 | $3,104-58.0% | $3,871-66.4% | $2,757-52.8% |
| Participant deferral / active EE | $2,124 | $3,871-45.1% | $5,060-58.0% | $4,300-50.6% |
| Admin fee / account holder | $401 | $6,719-94.0% | $8,388-95.2% | $6,925-94.2% |