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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 | $52,117 | $81,487-36.0% | $102,412-49.1% | $80,935-35.6% |
| Participation rate | 43.5% | 66.8%-23.3pp | 74.5%-31.0pp | 67.7%-24.1pp |
| Annual return | 10.95% | 25.60%-14.6pp | 24.94%-14.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $2,054 | $3,103-33.8% | $3,870-46.9% | $2,757-25.5% |
| Participant deferral / active EE | $4,417 | $3,871+14.1% | $5,060-12.7% | $4,299+2.7% |
| Admin fee / account holder | $11,614 | $6,717+72.9% | $8,388+38.5% | $6,924+67.7% |