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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 | $49,956 | $97,550-48.8% | $120,344-58.5% | $87,485-42.9% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.7%-25.2pp | 68.9%-17.4pp |
| Annual return | 14.02% | 18.41%-4.4pp | 20.30%-6.3pp | 26.06%-12.0pp |
| Employer contribution / active EE | $783 | $2,291-65.8% | $3,020-74.1% | $2,596-69.9% |
| Participant deferral / active EE | $3,451 | $4,230-18.4% | $5,135-32.8% | $4,274-19.2% |
| Admin fee / account holder | $1,179 | $9,543-87.6% | $12,742-90.7% | $7,775-84.8% |