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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 | $51,427 | $115,931-55.6% | $185,441-72.3% | $86,983-40.9% |
| Participation rate | 61.0% | 73.6%-12.6pp | 80.3%-19.3pp | 69.5%-8.6pp |
| Annual return | 17.29% | 21.47%-4.2pp | 20.16%-2.9pp | 25.83%-8.5pp |
| Employer contribution / active EE | $1,210 | $2,937-58.8% | $4,672-74.1% | $2,584-53.2% |
| Participant deferral / active EE | $2,765 | $4,551-39.2% | $6,152-55.0% | $4,194-34.1% |
| Admin fee / account holder | $955 | $10,687-91.1% | $17,890-94.7% | $7,856-87.8% |