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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 | $46,654 | $67,602-31.0% | $82,312-43.3% | $70,126-33.5% |
| Participation rate | 47.5% | 72.8%-25.3pp | 76.9%-29.4pp | 69.5%-22.0pp |
| Annual return | 14.10% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,037 | $1,755-40.9% | $2,428-57.3% | $2,343-55.7% |
| Participant deferral / active EE | $1,677 | $2,987-43.9% | $3,706-54.7% | $3,332-49.7% |
| Admin fee / account holder | $3,287 | $4,512-27.1% | $5,608-41.4% | $4,645-29.2% |