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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 | $86,938-47.2% | $102,423-55.2% | $80,925-43.2% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.7%-10.9pp |
| Annual return | 13.79% | 18.89%-5.1pp | 29.42%-15.6pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,773 | $2,369-25.2% | $3,023-41.4% | $2,756-35.7% |
| Participant deferral / active EE | $3,312 | $4,120-19.6% | $5,054-34.5% | $4,299-22.9% |
| Admin fee / account holder | $350 | $8,053-95.6% | $9,455-96.3% | $6,940-95.0% |