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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 | $44,340 | $104,098-57.4% | $140,514-68.4% | $94,015-52.8% |
| Participation rate | 53.2% | 73.7%-20.5pp | 77.8%-24.6pp | 70.8%-17.7pp |
| Annual return | 13.29% | 15.14%-1.9pp | 14.36%-1.1pp | 17.84%-4.6pp |
| Employer contribution / active EE | $1,093 | $2,388-54.2% | $3,378-67.6% | $2,790-60.8% |
| Participant deferral / active EE | $2,089 | $4,033-48.2% | $4,919-57.5% | $4,249-50.8% |
| Admin fee / account holder | $10,478 | $10,439+0.4% | $13,697-23.5% | $8,951+17.1% |