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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 | $57,645 | $84,936-32.1% | $111,303-48.2% | $79,393-27.4% |
| Participation rate | 47.1% | 75.9%-28.7pp | 77.3%-30.2pp | 70.7%-23.6pp |
| Annual return | 14.33% | 17.45%-3.1pp | 54.66%-40.3pp | 116.87%-102.5pp |
| Employer contribution / active EE | $1,349 | $1,979-31.9% | $2,731-50.6% | $2,428-44.4% |
| Participant deferral / active EE | $2,555 | $3,888-34.3% | $4,487-43.1% | $4,046-36.8% |
| Admin fee / account holder | $755 | $537+40.5% | $7,966-90.5% | $627+20.5% |