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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 | $63,427 | $86,938-27.0% | $102,423-38.1% | $80,925-21.6% |
| Participation rate | 43.0% | 72.4%-29.4pp | 76.5%-33.5pp | 67.7%-24.6pp |
| Annual return | 13.35% | 18.89%-5.5pp | 29.42%-16.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,094 | $2,369-53.8% | $3,023-63.8% | $2,756-60.3% |
| Participant deferral / active EE | $2,251 | $4,120-45.4% | $5,054-55.5% | $4,299-47.6% |
| Admin fee / account holder | $764 | $8,053-90.5% | $9,455-91.9% | $6,940-89.0% |