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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 | $57,548 | $95,404-39.7% | $113,397-49.3% | $82,637-30.4% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.5%-29.8pp | 68.1%-21.3pp |
| Annual return | 14.61% | 19.08%-4.5pp | 23.20%-8.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,209 | $2,307-47.6% | $2,977-59.4% | $2,552-52.6% |
| Participant deferral / active EE | $2,282 | $4,220-45.9% | $5,076-55.0% | $4,126-44.7% |
| Admin fee / account holder | $12,382 | $9,168+35.1% | $11,957+3.6% | $7,339+68.7% |