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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 | $64,175 | $77,962-17.7% | $178,540-64.1% | $80,935-20.7% |
| Participation rate | 47.1% | 65.7%-18.6pp | 77.1%-30.1pp | 67.7%-20.6pp |
| Annual return | 15.10% | 18.10%-3.0pp | 27.15%-12.0pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,388 | $2,280-39.1% | $3,953-64.9% | $2,757-49.7% |
| Participant deferral / active EE | $2,437 | $4,404-44.7% | $6,281-61.2% | $4,299-43.3% |
| Admin fee / account holder | $805 | $7,156-88.8% | $10,424-92.3% | $6,924-88.4% |