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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 | $95,453-53.5% | $112,040-60.4% | $82,448-46.2% |
| Participation rate | 53.2% | 72.8%-19.6pp | 76.5%-23.3pp | 68.1%-14.9pp |
| Annual return | 13.29% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,093 | $2,318-52.8% | $2,954-63.0% | $2,551-57.2% |
| Participant deferral / active EE | $2,089 | $4,224-50.5% | $5,098-59.0% | $4,139-49.5% |
| Admin fee / account holder | $10,478 | $9,013+16.3% | $12,098-13.4% | $7,234+44.8% |