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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 | $57,690 | $86,949-33.7% | $102,460-43.7% | $80,959-28.7% |
| Participation rate | 54.1% | 72.4%-18.3pp | 76.5%-22.4pp | 67.7%-13.6pp |
| Annual return | 16.40% | 18.89%-2.5pp | 29.47%-13.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,123 | $2,370-52.6% | $3,025-62.9% | $2,757-59.3% |
| Participant deferral / active EE | $2,558 | $4,121-37.9% | $5,056-49.4% | $4,300-40.5% |
| Admin fee / account holder | $7,876 | $8,048-2.1% | $9,460-16.7% | $6,925+13.7% |