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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 | $41,639 | $59,804-30.4% | $81,982-49.2% | $79,856-47.9% |
| Participation rate | 51.6% | 61.6%-10.0pp | 69.3%-17.6pp | 69.6%-18.0pp |
| Annual return | 10.89% | 17.56%-6.7pp | 41.31%-30.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,322 | $1,713-22.8% | $2,498-47.1% | $2,471-46.5% |
| Participant deferral / active EE | $2,526 | $2,695-6.3% | $3,722-32.1% | $3,741-32.5% |
| Admin fee / account holder | $2,575 | $4,288-39.9% | $5,665-54.5% | $5,306-51.5% |