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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 | $41,381 | $78,015-47.0% | $178,505-76.8% | $80,959-48.9% |
| Participation rate | 58.3% | 65.7%-7.3pp | 77.1%-18.8pp | 67.7%-9.3pp |
| Annual return | 16.45% | 18.10%-1.6pp | 27.16%-10.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,440 | $2,281-36.9% | $3,955-63.6% | $2,757-47.8% |
| Participant deferral / active EE | $4,952 | $4,406+12.4% | $6,280-21.2% | $4,300+15.2% |
| Admin fee / account holder | $2,706 | $7,160-62.2% | $10,428-74.1% | $6,925-60.9% |