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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 | $81,504-34.2% | $102,437-47.7% | $80,959-33.8% |
| Participation rate | 33.9% | 66.9%-33.0pp | 74.5%-40.6pp | 67.7%-33.8pp |
| Annual return | 21.89% | 25.60%-3.7pp | 24.95%-3.1pp | 35.67%-13.8pp |
| Employer contribution / active EE | $1,086 | $3,104-65.0% | $3,871-71.9% | $2,757-60.6% |
| Participant deferral / active EE | $3,303 | $3,871-14.7% | $5,060-34.7% | $4,300-23.2% |
| Admin fee / account holder | $893 | $6,719-86.7% | $8,388-89.4% | $6,925-87.1% |