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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 | $57,804 | $81,446-29.0% | $103,374-44.1% | $80,874-28.5% |
| Participation rate | 45.3% | 66.9%-21.6pp | 74.5%-29.2pp | 67.6%-22.4pp |
| Annual return | 12.99% | 25.57%-12.6pp | 24.89%-11.9pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,152 | $3,107-62.9% | $3,869-70.2% | $2,756-58.2% |
| Participant deferral / active EE | $2,312 | $3,870-40.3% | $5,058-54.3% | $4,297-46.2% |
| Admin fee / account holder | $899 | $6,715-86.6% | $8,394-89.3% | $6,935-87.0% |