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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 | $51,375 | $81,504-37.0% | $102,437-49.8% | $80,959-36.5% |
| Participation rate | 45.0% | 66.9%-21.9pp | 74.5%-29.5pp | 67.7%-22.7pp |
| Annual return | 19.95% | 25.60%-5.6pp | 24.95%-5.0pp | 35.67%-15.7pp |
| Employer contribution / active EE | $1,474 | $3,104-52.5% | $3,871-61.9% | $2,757-46.6% |
| Participant deferral / active EE | $3,474 | $3,871-10.2% | $5,060-31.3% | $4,300-19.2% |
| Admin fee / account holder | $770 | $6,719-88.5% | $8,388-90.8% | $6,925-88.9% |