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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 | $52,523 | $77,962-32.6% | $178,540-70.6% | $80,935-35.1% |
| Participation rate | 38.9% | 65.7%-26.8pp | 77.1%-38.2pp | 67.7%-28.8pp |
| Annual return | 12.20% | 18.10%-5.9pp | 27.15%-15.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,159 | $2,280-49.2% | $3,953-70.7% | $2,757-57.9% |
| Participant deferral / active EE | $2,797 | $4,404-36.5% | $6,281-55.5% | $4,299-34.9% |
| Admin fee / account holder | $9,639 | $7,156+34.7% | $10,424-7.5% | $6,924+39.2% |