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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 | $52,224 | $56,054-6.8% | $171,082-69.5% | $62,881-16.9% |
| Participation rate | 42.9% | 62.9%-20.0pp | 76.7%-33.8pp | 69.3%-26.4pp |
| Annual return | 6.70% | 22.52%-15.8pp | 32.56%-25.9pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,315 | $1,731-24.0% | $4,002-67.1% | $2,281-42.3% |
| Participant deferral / active EE | $2,094 | $3,158-33.7% | $4,797-56.4% | $3,203-34.6% |
| Admin fee / account holder | $768 | $3,647-78.9% | $8,520-91.0% | $4,296-82.1% |