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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 | $46,850 | $86,940-46.1% | $102,434-54.3% | $80,935-42.1% |
| Participation rate | 57.6% | 72.4%-14.8pp | 76.5%-18.9pp | 67.7%-10.1pp |
| Annual return | 16.85% | 18.89%-2.0pp | 29.46%-12.6pp | 35.66%-18.8pp |
| Employer contribution / active EE | $2,674 | $2,370+12.9% | $3,023-11.5% | $2,757-3.0% |
| Participant deferral / active EE | $2,946 | $4,121-28.5% | $5,055-41.7% | $4,299-31.5% |
| Admin fee / account holder | $2,944 | $8,047-63.4% | $9,462-68.9% | $6,924-57.5% |