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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 | $45,146 | $81,504-44.6% | $102,437-55.9% | $80,959-44.2% |
| Participation rate | 42.6% | 66.9%-24.2pp | 74.5%-31.9pp | 67.7%-25.0pp |
| Annual return | 23.15% | 25.60%-2.4pp | 24.95%-1.8pp | 35.67%-12.5pp |
| Employer contribution / active EE | $1,413 | $3,104-54.5% | $3,871-63.5% | $2,757-48.7% |
| Participant deferral / active EE | $2,599 | $3,871-32.8% | $5,060-48.6% | $4,300-39.6% |
| Admin fee / account holder | $908 | $6,719-86.5% | $8,388-89.2% | $6,925-86.9% |