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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 | $51,195 | $71,534-28.4% | $98,462-48.0% | $71,529-28.4% |
| Participation rate | 41.3% | 72.7%-31.3pp | 75.2%-33.8pp | 67.9%-26.6pp |
| Annual return | 18.17% | 32.44%-14.3pp | 21.17%-3.0pp | 28.97%-10.8pp |
| Employer contribution / active EE | $1,562 | $2,399-34.9% | $3,049-48.8% | $2,590-39.7% |
| Participant deferral / active EE | $2,320 | $4,109-43.5% | $4,738-51.0% | $4,291-45.9% |
| Admin fee / account holder | $14,336 | $1,677+755.1% | $8,875+61.5% | $1,588+802.5% |