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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 | $44,396 | $86,938-48.9% | $102,423-56.7% | $80,925-45.1% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 16.75% | 18.89%-2.1pp | 29.42%-12.7pp | 35.65%-18.9pp |
| Employer contribution / active EE | $2,251 | $2,369-5.0% | $3,023-25.5% | $2,756-18.3% |
| Participant deferral / active EE | $3,922 | $4,120-4.8% | $5,054-22.4% | $4,299-8.8% |
| Admin fee / account holder | $986 | $8,053-87.8% | $9,455-89.6% | $6,940-85.8% |