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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 | $50,999 | $86,949-41.3% | $102,460-50.2% | $80,959-37.0% |
| Participation rate | 52.6% | 72.4%-19.8pp | 76.5%-23.9pp | 67.7%-15.0pp |
| Annual return | 12.28% | 18.89%-6.6pp | 29.47%-17.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,375 | $2,370-42.0% | $3,025-54.5% | $2,757-50.1% |
| Participant deferral / active EE | $3,224 | $4,121-21.8% | $5,056-36.2% | $4,300-25.0% |
| Admin fee / account holder | $2,691 | $8,048-66.6% | $9,460-71.6% | $6,925-61.1% |