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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 | $42,657 | $63,809-33.1% | $81,353-47.6% | $80,935-47.3% |
| Participation rate | 17.0% | 63.9%-46.9pp | 69.5%-52.5pp | 67.7%-50.6pp |
| Annual return | 15.53% | 16.37%-0.8pp | 24.82%-9.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,188 | $1,981-40.0% | $2,464-51.8% | $2,757-56.9% |
| Participant deferral / active EE | $2,103 | $3,093-32.0% | $3,885-45.9% | $4,299-51.1% |
| Admin fee / account holder | $1,255 | $5,686-77.9% | $5,766-78.2% | $6,924-81.9% |