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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 | $42,416 | $95,453-55.6% | $112,040-62.1% | $82,448-48.6% |
| Participation rate | 52.6% | 72.8%-20.1pp | 76.5%-23.9pp | 68.1%-15.4pp |
| Annual return | 14.11% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,205 | $2,318-48.0% | $2,954-59.2% | $2,551-52.8% |
| Participant deferral / active EE | $2,464 | $4,224-41.7% | $5,098-51.7% | $4,139-40.5% |
| Admin fee / account holder | $9,228 | $9,013+2.4% | $12,098-23.7% | $7,234+27.6% |