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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 | $47,846 | $77,896-38.6% | $134,172-64.3% | $82,448-42.0% |
| Participation rate | 53.3% | 62.8%-9.5pp | 72.5%-19.1pp | 68.1%-14.7pp |
| Annual return | 14.24% | 18.21%-4.0pp | 25.30%-11.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,037 | $2,159-52.0% | $3,420-69.7% | $2,551-59.4% |
| Participant deferral / active EE | $3,349 | $3,162+5.9% | $4,690-28.6% | $4,139-19.1% |
| Admin fee / account holder | $5,051 | $6,336-20.3% | $12,016-58.0% | $7,234-30.2% |