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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 | $43,583 | $101,795-57.2% | $165,100-73.6% | $80,959-46.2% |
| Participation rate | 56.8% | 71.8%-15.0pp | 78.6%-21.8pp | 67.7%-10.8pp |
| Annual return | 13.70% | 16.73%-3.0pp | 70.21%-56.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,807 | $2,954-38.8% | $4,348-58.4% | $2,757-34.4% |
| Participant deferral / active EE | $3,373 | $4,476-24.6% | $6,035-44.1% | $4,300-21.6% |
| Admin fee / account holder | $2,121 | $8,221-74.2% | $12,696-83.3% | $6,925-69.4% |