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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 | $64,469 | $86,949-25.9% | $102,460-37.1% | $80,959-20.4% |
| Participation rate | 51.6% | 72.4%-20.8pp | 76.5%-24.9pp | 67.7%-16.1pp |
| Annual return | 10.49% | 18.89%-8.4pp | 29.47%-19.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,045 | $2,370-55.9% | $3,025-65.5% | $2,757-62.1% |
| Participant deferral / active EE | $2,243 | $4,121-45.6% | $5,056-55.6% | $4,300-47.9% |
| Admin fee / account holder | $2,684 | $8,048-66.6% | $9,460-71.6% | $6,925-61.2% |