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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 | $45,062 | $46,534-3.2% | $64,097-29.7% | $75,177-40.1% |
| Participation rate | 30.6% | 65.9%-35.4pp | 72.3%-41.8pp | 67.2%-36.6pp |
| Annual return | 11.92% | 26.07%-14.2pp | 33.75%-21.8pp | 160.75%-148.8pp |
| Employer contribution / active EE | $543 | $1,976-72.5% | $2,750-80.2% | $2,671-79.7% |
| Participant deferral / active EE | $785 | $2,835-72.3% | $3,881-79.8% | $4,126-81.0% |
| Admin fee / account holder | $1,950 | $2,957-34.0% | $3,070-36.5% | $5,651-65.5% |