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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 | $46,912 | $81,504-42.4% | $102,437-54.2% | $80,959-42.1% |
| Participation rate | 51.9% | 66.9%-15.0pp | 74.5%-22.7pp | 67.7%-15.8pp |
| Annual return | 11.97% | 25.60%-13.6pp | 24.95%-13.0pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,761 | $3,104-43.3% | $3,871-54.5% | $2,757-36.1% |
| Participant deferral / active EE | $3,084 | $3,871-20.3% | $5,060-39.1% | $4,300-28.3% |
| Admin fee / account holder | $12,747 | $6,719+89.7% | $8,388+52.0% | $6,925+84.1% |