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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 | $43,089 | $86,949-50.4% | $102,460-57.9% | $80,959-46.8% |
| Participation rate | 43.8% | 72.4%-28.6pp | 76.5%-32.8pp | 67.7%-23.9pp |
| Annual return | 18.19% | 18.89%-0.7pp | 29.47%-11.3pp | 35.67%-17.5pp |
| Employer contribution / active EE | $1,759 | $2,370-25.8% | $3,025-41.9% | $2,757-36.2% |
| Participant deferral / active EE | $2,711 | $4,121-34.2% | $5,056-46.4% | $4,300-37.0% |
| Admin fee / account holder | $2,737 | $8,048-66.0% | $9,460-71.1% | $6,925-60.5% |