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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 | $67,643 | $97,550-30.7% | $120,344-43.8% | $87,485-22.7% |
| Participation rate | 47.8% | 72.8%-25.0pp | 76.7%-28.9pp | 68.9%-21.1pp |
| Annual return | 17.62% | 18.41%-0.8pp | 20.30%-2.7pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,367 | $2,291-40.3% | $3,020-54.7% | $2,596-47.4% |
| Participant deferral / active EE | $1,989 | $4,230-53.0% | $5,135-61.3% | $4,274-53.4% |
| Admin fee / account holder | $2,336 | $9,543-75.5% | $12,742-81.7% | $7,775-69.9% |