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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 | $47,895 | $78,015-38.6% | $178,505-73.2% | $80,959-40.8% |
| Participation rate | 49.0% | 65.7%-16.7pp | 77.1%-28.1pp | 67.7%-18.6pp |
| Annual return | 14.14% | 18.10%-4.0pp | 27.16%-13.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,572 | $2,281-31.1% | $3,955-60.3% | $2,757-43.0% |
| Participant deferral / active EE | $2,953 | $4,406-33.0% | $6,280-53.0% | $4,300-31.3% |
| Admin fee / account holder | $2,181 | $7,160-69.5% | $10,428-79.1% | $6,925-68.5% |