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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 | $50,224 | $95,404-47.4% | $113,397-55.7% | $82,637-39.2% |
| Participation rate | 35.5% | 72.8%-37.3pp | 76.5%-41.0pp | 68.1%-32.6pp |
| Annual return | 15.05% | 19.08%-4.0pp | 23.20%-8.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,018 | $2,307-55.9% | $2,977-65.8% | $2,552-60.1% |
| Participant deferral / active EE | $2,975 | $4,220-29.5% | $5,076-41.4% | $4,126-27.9% |
| Admin fee / account holder | $753 | $9,168-91.8% | $11,957-93.7% | $7,339-89.7% |