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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 | $95,453-46.5% | $112,040-54.5% | $82,448-38.1% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.5%-31.0pp | 68.1%-22.6pp |
| Annual return | 18.63% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,306 | $2,318-43.6% | $2,954-55.8% | $2,551-48.8% |
| Participant deferral / active EE | $2,552 | $4,224-39.6% | $5,098-49.9% | $4,139-38.4% |
| Admin fee / account holder | $1,645 | $9,013-81.7% | $12,098-86.4% | $7,234-77.3% |