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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 | $100,784-57.1% | $191,597-77.4% | $82,637-47.6% |
| Participation rate | 48.3% | 70.5%-22.2pp | 76.9%-28.7pp | 68.1%-19.8pp |
| Annual return | 14.63% | 18.13%-3.5pp | 27.07%-12.4pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,216 | $3,102-60.8% | $5,025-75.8% | $2,552-52.3% |
| Participant deferral / active EE | $2,136 | $4,937-56.7% | $6,850-68.8% | $4,126-48.2% |
| Admin fee / account holder | $6,970 | $10,062-30.7% | $22,799-69.4% | $7,339-5.0% |