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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 | $47,986 | $94,031-49.0% | $115,768-58.5% | $82,448-41.8% |
| Participation rate | 51.7% | 70.4%-18.7pp | 74.4%-22.7pp | 68.1%-16.4pp |
| Annual return | 17.45% | 20.61%-3.2pp | 100.46%-83.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,199 | $2,323-48.4% | $2,940-59.2% | $2,551-53.0% |
| Participant deferral / active EE | $2,130 | $3,972-46.4% | $4,917-56.7% | $4,139-48.6% |
| Admin fee / account holder | $3,275 | $10,249-68.1% | $12,439-73.7% | $7,234-54.7% |