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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 | $50,364 | $81,487-38.2% | $102,412-50.8% | $80,935-37.8% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 18.30% | 25.60%-7.3pp | 24.94%-6.6pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,207 | $3,103-61.1% | $3,870-68.8% | $2,757-56.2% |
| Participant deferral / active EE | $3,074 | $3,871-20.6% | $5,060-39.2% | $4,299-28.5% |
| Admin fee / account holder | $5,197 | $6,717-22.6% | $8,388-38.0% | $6,924-24.9% |