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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 | $86,919-48.9% | $102,457-56.7% | $80,911-45.1% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.6pp | 67.6%-13.8pp |
| Annual return | 16.75% | 18.90%-2.1pp | 29.41%-12.7pp | 35.63%-18.9pp |
| Employer contribution / active EE | $2,251 | $2,368-4.9% | $3,022-25.5% | $2,756-18.3% |
| Participant deferral / active EE | $3,922 | $4,119-4.8% | $5,054-22.4% | $4,297-8.7% |
| Admin fee / account holder | $986 | $8,049-87.7% | $9,451-89.6% | $6,935-85.8% |