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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 | $43,280 | $99,633-56.6% | $183,328-76.4% | $82,448-47.5% |
| Participation rate | 48.3% | 70.8%-22.5pp | 77.3%-29.1pp | 68.1%-19.8pp |
| Annual return | 14.63% | 17.84%-3.2pp | 29.67%-15.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,216 | $3,256-62.6% | $5,055-75.9% | $2,551-52.3% |
| Participant deferral / active EE | $2,136 | $4,938-56.7% | $6,795-68.6% | $4,139-48.4% |
| Admin fee / account holder | $6,970 | $9,934-29.8% | $21,427-67.5% | $7,234-3.7% |