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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 | $53,589 | $101,778-47.3% | $164,975-67.5% | $80,925-33.8% |
| Participation rate | 47.7% | 71.8%-24.2pp | 78.6%-30.9pp | 67.7%-20.0pp |
| Annual return | 18.58% | 16.73%+1.9pp | 70.12%-51.5pp | 35.65%-17.1pp |
| Employer contribution / active EE | $1,153 | $2,954-61.0% | $4,343-73.5% | $2,756-58.2% |
| Participant deferral / active EE | $3,111 | $4,477-30.5% | $6,033-48.4% | $4,299-27.6% |
| Admin fee / account holder | $2,544 | $8,221-69.1% | $12,688-80.0% | $6,940-63.3% |