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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 | $43,672 | $81,487-46.4% | $102,412-57.4% | $80,935-46.0% |
| Participation rate | 58.7% | 66.8%-8.1pp | 74.5%-15.8pp | 67.7%-9.0pp |
| Annual return | 12.96% | 25.60%-12.6pp | 24.94%-12.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,600 | $3,103-48.4% | $3,870-58.7% | $2,757-42.0% |
| Participant deferral / active EE | $2,460 | $3,871-36.4% | $5,060-51.4% | $4,299-42.8% |
| Admin fee / account holder | $2,294 | $6,717-65.9% | $8,388-72.7% | $6,924-66.9% |