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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 | $95,404-50.9% | $113,397-58.7% | $82,637-43.3% |
| Participation rate | 53.8% | 72.8%-19.0pp | 76.5%-22.7pp | 68.1%-14.2pp |
| Annual return | 17.96% | 19.08%-1.1pp | 23.20%-5.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,326 | $2,307-42.5% | $2,977-55.5% | $2,552-48.0% |
| Participant deferral / active EE | $3,281 | $4,220-22.2% | $5,076-35.4% | $4,126-20.5% |
| Admin fee / account holder | $1,630 | $9,168-82.2% | $11,957-86.4% | $7,339-77.8% |