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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 | $46,887 | $95,453-50.9% | $112,040-58.2% | $82,448-43.1% |
| Participation rate | 53.8% | 72.8%-18.9pp | 76.5%-22.6pp | 68.1%-14.2pp |
| Annual return | 17.96% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,326 | $2,318-42.8% | $2,954-55.1% | $2,551-48.0% |
| Participant deferral / active EE | $3,281 | $4,224-22.3% | $5,098-35.6% | $4,139-20.7% |
| Admin fee / account holder | $1,630 | $9,013-81.9% | $12,098-86.5% | $7,234-77.5% |