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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 | $53,431 | $76,564-30.2% | $105,582-49.4% | $94,015-43.2% |
| Participation rate | 41.9% | 65.2%-23.3pp | 71.8%-29.9pp | 70.8%-29.0pp |
| Annual return | 12.45% | 20.69%-8.2pp | 18.61%-6.2pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,128 | $1,995-43.5% | $2,984-62.2% | $2,790-59.6% |
| Participant deferral / active EE | $1,905 | $3,320-42.6% | $4,353-56.3% | $4,249-55.2% |
| Admin fee / account holder | $2,249 | $7,129-68.5% | $12,856-82.5% | $8,951-74.9% |