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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 | $46,906 | $70,486-33.5% | $100,528-53.3% | $79,852-41.3% |
| Participation rate | 50.0% | 73.6%-23.6pp | 79.4%-29.4pp | 69.6%-19.6pp |
| Annual return | 16.94% | 21.90%-5.0pp | 30.90%-14.0pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,208 | $2,165-44.2% | $3,419-64.7% | $2,471-51.1% |
| Participant deferral / active EE | $3,003 | $5,182-42.0% | $6,271-52.1% | $3,740-19.7% |
| Admin fee / account holder | $12,614 | $4,480+181.6% | $8,084+56.0% | $5,306+137.7% |