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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 | $47,223 | $76,834-38.5% | $108,359-56.4% | $87,485-46.0% |
| Participation rate | 42.3% | 61.7%-19.5pp | 70.1%-27.9pp | 68.9%-26.7pp |
| Annual return | 14.35% | 19.09%-4.7pp | 36.89%-22.5pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,070 | $1,556-31.3% | $2,399-55.4% | $2,596-58.8% |
| Participant deferral / active EE | $1,629 | $3,100-47.4% | $4,137-60.6% | $4,274-61.9% |
| Admin fee / account holder | $4,798 | $6,537-26.6% | $9,741-50.7% | $7,775-38.3% |