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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 | $46,564 | $49,657-6.2% | $93,063-50.0% | $67,986-31.5% |
| Participation rate | 65.0% | 49.9%+15.1pp | 72.1%-7.1pp | 57.2%+7.8pp |
| Annual return | 14.80% | 26.27%-11.5pp | 34.15%-19.4pp | 31.67%-16.9pp |
| Employer contribution / active EE | $377 | $1,279-70.5% | $2,476-84.8% | $2,019-81.3% |
| Participant deferral / active EE | $1,887 | $2,484-24.0% | $3,958-52.3% | $3,358-43.8% |
| Admin fee / account holder | $431 | $2,843-84.9% | $6,033-92.9% | $3,203-86.6% |