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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 | $44,783 | $77,896-42.5% | $134,172-66.6% | $82,448-45.7% |
| Participation rate | 62.3% | 62.8%-0.5pp | 72.5%-10.1pp | 68.1%-5.7pp |
| Annual return | 16.91% | 18.21%-1.3pp | 25.30%-8.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,439 | $2,159-33.4% | $3,420-57.9% | $2,551-43.6% |
| Participant deferral / active EE | $2,054 | $3,162-35.1% | $4,690-56.2% | $4,139-50.4% |
| Admin fee / account holder | $1,286 | $6,336-79.7% | $12,016-89.3% | $7,234-82.2% |