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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 | $51,032 | $81,457-37.4% | $103,378-50.6% | $80,911-36.9% |
| Participation rate | 57.6% | 66.8%-9.3pp | 74.5%-16.9pp | 67.6%-10.1pp |
| Annual return | 15.39% | 25.58%-10.2pp | 24.91%-9.5pp | 35.63%-20.2pp |
| Employer contribution / active EE | $1,548 | $3,107-50.2% | $3,870-60.0% | $2,756-43.8% |
| Participant deferral / active EE | $2,412 | $3,871-37.7% | $5,058-52.3% | $4,297-43.9% |
| Admin fee / account holder | $978 | $6,717-85.4% | $8,401-88.4% | $6,935-85.9% |