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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 | $49,621 | $77,896-36.3% | $134,172-63.0% | $82,448-39.8% |
| Participation rate | 57.4% | 62.8%-5.3pp | 72.5%-15.0pp | 68.1%-10.6pp |
| Annual return | 18.93% | 18.21%+0.7pp | 25.30%-6.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,405 | $2,159-34.9% | $3,420-58.9% | $2,551-44.9% |
| Participant deferral / active EE | $2,107 | $3,162-33.4% | $4,690-55.1% | $4,139-49.1% |
| Admin fee / account holder | $980 | $6,336-84.5% | $12,016-91.8% | $7,234-86.5% |