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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 | $53,939 | $81,446-33.8% | $103,374-47.8% | $80,874-33.3% |
| Participation rate | 40.0% | 66.9%-26.9pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 14.07% | 25.57%-11.5pp | 24.89%-10.8pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,010 | $3,107-67.5% | $3,869-73.9% | $2,756-63.3% |
| Participant deferral / active EE | $2,124 | $3,870-45.1% | $5,058-58.0% | $4,297-50.6% |
| Admin fee / account holder | $5,592 | $6,715-16.7% | $8,394-33.4% | $6,935-19.4% |