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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 | $39,439 | $81,476-51.6% | $102,383-61.5% | $80,925-51.3% |
| Participation rate | 52.5% | 66.8%-14.3pp | 74.5%-22.0pp | 67.7%-15.2pp |
| Annual return | 12.76% | 25.59%-12.8pp | 24.94%-12.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,435 | $3,105-53.8% | $3,870-62.9% | $2,756-47.9% |
| Participant deferral / active EE | $2,908 | $3,871-24.9% | $5,060-42.5% | $4,299-32.3% |
| Admin fee / account holder | $3,299 | $6,717-50.9% | $8,391-60.7% | $6,940-52.5% |