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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 | $55,879 | $86,922-35.7% | $102,438-45.5% | $80,874-30.9% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-21.9pp | 67.6%-13.1pp |
| Annual return | 12.01% | 18.90%-6.9pp | 29.37%-17.4pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,019 | $2,369-57.0% | $3,024-66.3% | $2,756-63.0% |
| Participant deferral / active EE | $1,865 | $4,119-54.7% | $5,054-63.1% | $4,297-56.6% |
| Admin fee / account holder | $2,216 | $8,050-72.5% | $9,448-76.5% | $6,935-68.1% |