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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 | $54,768 | $108,825-49.7% | $156,181-64.9% | $82,448-33.6% |
| Participation rate | 43.2% | 72.4%-29.1pp | 78.8%-35.6pp | 68.1%-24.8pp |
| Annual return | 20.98% | 20.59%+0.4pp | 64.87%-43.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $831 | $2,870-71.1% | $4,294-80.7% | $2,551-67.4% |
| Participant deferral / active EE | $2,481 | $4,577-45.8% | $6,132-59.5% | $4,139-40.1% |
| Admin fee / account holder | $877 | $9,341-90.6% | $14,586-94.0% | $7,234-87.9% |