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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 | $45,164 | $109,620-58.8% | $148,496-69.6% | $94,015-52.0% |
| Participation rate | 56.6% | 71.3%-14.7pp | 76.0%-19.5pp | 70.8%-14.2pp |
| Annual return | 11.55% | 17.54%-6.0pp | 12.33%-0.8pp | 17.84%-6.3pp |
| Employer contribution / active EE | $1,669 | $2,618-36.2% | $3,497-52.3% | $2,790-40.2% |
| Participant deferral / active EE | $2,413 | $3,831-37.0% | $4,808-49.8% | $4,249-43.2% |
| Admin fee / account holder | $3,867 | $10,050-61.5% | $19,547-80.2% | $8,951-56.8% |