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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 | $45,926 | $86,949-47.2% | $102,460-55.2% | $80,959-43.3% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.8pp | 67.7%-10.9pp |
| Annual return | 13.79% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,773 | $2,370-25.2% | $3,025-41.4% | $2,757-35.7% |
| Participant deferral / active EE | $3,312 | $4,121-19.6% | $5,056-34.5% | $4,300-23.0% |
| Admin fee / account holder | $350 | $8,048-95.6% | $9,460-96.3% | $6,925-94.9% |