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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 | $41,277 | $83,898-50.8% | $133,346-69.0% | $94,015-56.1% |
| Participation rate | 46.4% | 63.4%-17.0pp | 72.8%-26.5pp | 70.8%-24.4pp |
| Annual return | 12.88% | 16.00%-3.1pp | 36.85%-24.0pp | 17.84%-5.0pp |
| Employer contribution / active EE | $1,183 | $1,821-35.0% | $2,853-58.5% | $2,790-57.6% |
| Participant deferral / active EE | $1,703 | $3,245-47.5% | $4,332-60.7% | $4,249-59.9% |
| Admin fee / account holder | $4,398 | $7,809-43.7% | $14,264-69.2% | $8,951-50.9% |