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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 | $32,449 | $54,368-40.3% | $117,039-72.3% | $62,293-47.9% |
| Participation rate | 55.9% | 64.9%-9.1pp | 77.2%-21.3pp | 69.5%-13.6pp |
| Annual return | 16.66% | 21.77%-5.1pp | 18.95%-2.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,096 | $1,692-35.2% | $3,785-71.0% | $2,042-46.3% |
| Participant deferral / active EE | $1,448 | $2,269-36.2% | $3,929-63.1% | $3,169-54.3% |
| Admin fee / account holder | $3,701 | $493+650.1% | $5,974-38.0% | $479+672.1% |