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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 | $51,959 | $86,940-40.2% | $102,434-49.3% | $80,935-35.8% |
| Participation rate | 51.7% | 72.4%-20.7pp | 76.5%-24.8pp | 67.7%-15.9pp |
| Annual return | 11.32% | 18.89%-7.6pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,379 | $2,370-41.8% | $3,023-54.4% | $2,757-50.0% |
| Participant deferral / active EE | $2,352 | $4,121-42.9% | $5,055-53.5% | $4,299-45.3% |
| Admin fee / account holder | $3,774 | $8,047-53.1% | $9,462-60.1% | $6,924-45.5% |