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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 | $46,543 | $57,752-19.4% | $112,273-58.5% | $71,511-34.9% |
| Participation rate | 39.1% | 58.8%-19.8pp | 72.4%-33.4pp | 67.9%-28.9pp |
| Annual return | 24.63% | 18.25%+6.4pp | 30.23%-5.6pp | 28.86%-4.2pp |
| Employer contribution / active EE | $1,078 | $1,912-43.6% | $3,431-68.6% | $2,589-58.4% |
| Participant deferral / active EE | $1,589 | $2,860-44.4% | $4,800-66.9% | $4,291-63.0% |
| Admin fee / account holder | $479 | $1,586-69.8% | $7,752-93.8% | $1,588-69.9% |