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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 | $52,196 | $71,526-27.0% | $98,450-47.0% | $71,495-27.0% |
| Participation rate | 40.1% | 72.7%-32.6pp | 75.2%-35.0pp | 67.9%-27.8pp |
| Annual return | 15.31% | 32.42%-17.1pp | 21.16%-5.9pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,081 | $2,400-54.9% | $3,049-64.5% | $2,589-58.2% |
| Participant deferral / active EE | $1,956 | $4,110-52.4% | $4,739-58.7% | $4,291-54.4% |
| Admin fee / account holder | $1,275 | $1,675-23.9% | $8,961-85.8% | $1,588-19.7% |