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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 | $45,484 | $87,465-48.0% | $122,979-63.0% | $65,306-30.4% |
| Participation rate | 36.0% | 66.0%-30.0pp | 77.2%-41.2pp | 57.7%-21.7pp |
| Annual return | 15.38% | 19.76%-4.4pp | 20.12%-4.7pp | 21.94%-6.6pp |
| Employer contribution / active EE | $700 | $2,156-67.5% | $3,062-77.1% | $1,967-64.4% |
| Participant deferral / active EE | $1,801 | $3,705-51.4% | $5,003-64.0% | $2,959-39.1% |
| Admin fee / account holder | $447 | $5,100-91.2% | $12,864-96.5% | $3,480-87.1% |