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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 | $57,460 | $81,446-29.5% | $103,374-44.4% | $80,874-29.0% |
| Participation rate | 37.5% | 66.9%-29.4pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 10.94% | 25.57%-14.6pp | 24.89%-13.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,342 | $3,107-56.8% | $3,869-65.3% | $2,756-51.3% |
| Participant deferral / active EE | $2,110 | $3,870-45.5% | $5,058-58.3% | $4,297-50.9% |
| Admin fee / account holder | $5,802 | $6,715-13.6% | $8,394-30.9% | $6,935-16.3% |