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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 | $49,210 | $69,977-29.7% | $108,582-54.7% | $62,881-21.7% |
| Participation rate | 56.3% | 72.9%-16.6pp | 79.6%-23.2pp | 69.3%-13.0pp |
| Annual return | 11.57% | 10.73%+0.8pp | -51.70%+63.3pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,231 | $2,135-42.3% | $3,758-67.2% | $2,281-46.0% |
| Participant deferral / active EE | $1,816 | $3,165-42.6% | $4,311-57.9% | $3,203-43.3% |
| Admin fee / account holder | $377 | $5,076-92.6% | $7,645-95.1% | $4,296-91.2% |