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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 | $56,612 | $101,778-44.4% | $164,975-65.7% | $80,925-30.0% |
| Participation rate | 46.4% | 71.8%-25.4pp | 78.6%-32.2pp | 67.7%-21.2pp |
| Annual return | 12.18% | 16.73%-4.5pp | 70.12%-57.9pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,573 | $2,954-46.7% | $4,343-63.8% | $2,756-42.9% |
| Participant deferral / active EE | $2,167 | $4,477-51.6% | $6,033-64.1% | $4,299-49.6% |
| Admin fee / account holder | $683 | $8,221-91.7% | $12,688-94.6% | $6,940-90.2% |