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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 | $37,904 | $67,602-43.9% | $82,312-54.0% | $70,126-45.9% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.9%-30.7pp | 69.5%-23.4pp |
| Annual return | 17.37% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,065 | $1,755-39.3% | $2,428-56.1% | $2,343-54.5% |
| Participant deferral / active EE | $2,503 | $2,987-16.2% | $3,706-32.5% | $3,332-24.9% |
| Admin fee / account holder | $918 | $4,512-79.7% | $5,608-83.6% | $4,645-80.2% |