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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 | $51,024 | $97,550-47.7% | $120,344-57.6% | $87,485-41.7% |
| Participation rate | 45.5% | 72.8%-27.4pp | 76.7%-31.3pp | 68.9%-23.5pp |
| Annual return | 18.63% | 18.41%+0.2pp | 20.30%-1.7pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,306 | $2,291-43.0% | $3,020-56.7% | $2,596-49.7% |
| Participant deferral / active EE | $2,552 | $4,230-39.7% | $5,135-50.3% | $4,274-40.3% |
| Admin fee / account holder | $1,645 | $9,543-82.8% | $12,742-87.1% | $7,775-78.8% |