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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 | $45,252 | $88,042-48.6% | $138,135-67.2% | $79,852-43.3% |
| Participation rate | 44.4% | 71.4%-27.0pp | 78.7%-34.3pp | 69.6%-25.2pp |
| Annual return | 16.14% | 20.58%-4.4pp | 20.51%-4.4pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,075 | $3,103-65.4% | $5,587-80.8% | $2,471-56.5% |
| Participant deferral / active EE | $2,167 | $4,704-53.9% | $6,431-66.3% | $3,740-42.1% |
| Admin fee / account holder | $11,255 | $7,791+44.5% | $11,856-5.1% | $5,306+112.1% |