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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 | $59,116 | $91,120-35.1% | $161,149-63.3% | $64,097-7.8% |
| Participation rate | 45.9% | 62.2%-16.3pp | 78.8%-33.0pp | 55.2%-9.3pp |
| Annual return | 15.01% | 17.95%-2.9pp | 21.16%-6.2pp | 34.64%-19.6pp |
| Employer contribution / active EE | $1,088 | $2,284-52.4% | $4,360-75.1% | $1,891-42.5% |
| Participant deferral / active EE | $2,279 | $3,708-38.5% | $6,153-63.0% | $3,080-26.0% |
| Admin fee / account holder | $3,390 | $4,535-25.3% | $15,194-77.7% | $3,454-1.9% |