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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 | $86,919-25.8% | $102,457-37.1% | $80,911-20.3% |
| Participation rate | 51.6% | 72.4%-20.8pp | 76.5%-24.9pp | 67.6%-16.0pp |
| Annual return | 10.49% | 18.90%-8.4pp | 29.41%-18.9pp | 35.63%-25.1pp |
| Employer contribution / active EE | $1,045 | $2,368-55.9% | $3,022-65.4% | $2,756-62.1% |
| Participant deferral / active EE | $2,243 | $4,119-45.6% | $5,054-55.6% | $4,297-47.8% |
| Admin fee / account holder | $2,684 | $8,049-66.7% | $9,451-71.6% | $6,935-61.3% |