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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 | $57,701 | $81,504-29.2% | $102,437-43.7% | $80,959-28.7% |
| Participation rate | 47.4% | 66.9%-19.4pp | 74.5%-27.1pp | 67.7%-20.2pp |
| Annual return | 15.21% | 25.60%-10.4pp | 24.95%-9.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,659 | $3,104-46.6% | $3,871-57.1% | $2,757-39.8% |
| Participant deferral / active EE | $2,718 | $3,871-29.8% | $5,060-46.3% | $4,300-36.8% |
| Admin fee / account holder | $699 | $6,719-89.6% | $8,388-91.7% | $6,925-89.9% |