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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 | $41,797 | $75,541-44.7% | $152,093-72.5% | $82,637-49.4% |
| Participation rate | 47.8% | 66.5%-18.7pp | 77.8%-29.9pp | 68.1%-20.2pp |
| Annual return | 17.53% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,364 | $2,622-48.0% | $4,175-67.3% | $2,552-46.6% |
| Participant deferral / active EE | $1,662 | $3,206-48.2% | $5,451-69.5% | $4,126-59.7% |
| Admin fee / account holder | $2,017 | $6,405-68.5% | $14,497-86.1% | $7,339-72.5% |