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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 | $48,545 | $89,652-45.9% | $141,177-65.6% | $65,185-25.5% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.5%-25.3pp | 70.2%-13.1pp |
| Annual return | 21.87% | 32.79%-10.9pp | 71.40%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,440 | $3,065-53.0% | $4,736-69.6% | $2,177-33.8% |
| Participant deferral / active EE | $3,162 | $5,691-44.4% | $6,710-52.9% | $3,514-10.0% |
| Admin fee / account holder | $2,087 | $569+267.1% | $10,263-79.7% | $847+146.3% |