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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 | $40,938 | $69,444-41.0% | $92,985-56.0% | $87,485-53.2% |
| Participation rate | 51.6% | 63.3%-11.7pp | 69.5%-17.9pp | 68.9%-17.3pp |
| Annual return | 12.81% | 23.85%-11.0pp | 27.99%-15.2pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,066 | $1,917-44.4% | $2,662-60.0% | $2,596-58.9% |
| Participant deferral / active EE | $2,048 | $3,364-39.1% | $4,377-53.2% | $4,274-52.1% |
| Admin fee / account holder | $7,432 | $6,137+21.1% | $9,463-21.5% | $7,775-4.4% |