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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 | $51,710 | $86,050-39.9% | $189,758-72.7% | $94,015-45.0% |
| Participation rate | 55.6% | 68.9%-13.3pp | 79.8%-24.2pp | 70.8%-15.3pp |
| Annual return | 14.15% | 17.77%-3.6pp | 52.62%-38.5pp | 17.84%-3.7pp |
| Employer contribution / active EE | $1,160 | $2,819-58.8% | $4,767-75.7% | $2,790-58.4% |
| Participant deferral / active EE | $3,244 | $3,349-3.1% | $5,856-44.6% | $4,249-23.7% |
| Admin fee / account holder | $2,428 | $6,627-63.4% | $20,388-88.1% | $8,951-72.9% |