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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 | $54,717 | $86,919-37.0% | $102,457-46.6% | $80,911-32.4% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | 17.07% | 18.90%-1.8pp | 29.41%-12.3pp | 35.63%-18.6pp |
| Employer contribution / active EE | $1,352 | $2,368-42.9% | $3,022-55.3% | $2,756-50.9% |
| Participant deferral / active EE | $1,894 | $4,119-54.0% | $5,054-62.5% | $4,297-55.9% |
| Admin fee / account holder | $878 | $8,049-89.1% | $9,451-90.7% | $6,935-87.3% |