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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 | $104,098-52.0% | $140,514-64.4% | $94,015-46.9% |
| Participation rate | 51.5% | 73.7%-22.2pp | 77.8%-26.3pp | 70.8%-19.3pp |
| Annual return | 14.02% | 15.14%-1.1pp | 14.36%-0.3pp | 17.84%-3.8pp |
| Employer contribution / active EE | $783 | $2,388-67.2% | $3,378-76.8% | $2,790-71.9% |
| Participant deferral / active EE | $3,451 | $4,033-14.4% | $4,919-29.8% | $4,249-18.8% |
| Admin fee / account holder | $1,179 | $10,439-88.7% | $13,697-91.4% | $8,951-86.8% |