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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 | $46,052 | $70,475-34.7% | $100,530-54.2% | $79,858-42.3% |
| Participation rate | 54.8% | 73.7%-18.9pp | 79.4%-24.6pp | 69.6%-14.9pp |
| Annual return | 15.46% | 21.90%-6.4pp | 30.89%-15.4pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,413 | $2,165-34.7% | $3,418-58.7% | $2,471-42.8% |
| Participant deferral / active EE | $2,630 | $5,181-49.2% | $6,271-58.1% | $3,740-29.7% |
| Admin fee / account holder | $2,076 | $4,478-53.6% | $8,083-74.3% | $5,306-60.9% |