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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 | $46,842 | $86,940-46.1% | $102,434-54.3% | $80,935-42.1% |
| Participation rate | 59.6% | 72.4%-12.7pp | 76.5%-16.9pp | 67.7%-8.0pp |
| Annual return | 20.21% | 18.89%+1.3pp | 29.46%-9.2pp | 35.66%-15.5pp |
| Employer contribution / active EE | $1,465 | $2,370-38.2% | $3,023-51.5% | $2,757-46.8% |
| Participant deferral / active EE | $2,895 | $4,121-29.7% | $5,055-42.7% | $4,299-32.7% |
| Admin fee / account holder | $1,210 | $8,047-85.0% | $9,462-87.2% | $6,924-82.5% |