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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 | $53,615 | $81,476-34.2% | $102,383-47.6% | $80,925-33.7% |
| Participation rate | 33.9% | 66.8%-32.9pp | 74.5%-40.6pp | 67.7%-33.8pp |
| Annual return | 21.89% | 25.59%-3.7pp | 24.94%-3.0pp | 35.65%-13.8pp |
| Employer contribution / active EE | $1,086 | $3,105-65.0% | $3,870-71.9% | $2,756-60.6% |
| Participant deferral / active EE | $3,303 | $3,871-14.7% | $5,060-34.7% | $4,299-23.2% |
| Admin fee / account holder | $893 | $6,717-86.7% | $8,391-89.4% | $6,940-87.1% |