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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 | $47,372 | $95,453-50.4% | $112,040-57.7% | $82,448-42.5% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.5%-29.8pp | 68.1%-21.4pp |
| Annual return | 16.20% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,134 | $2,318-51.1% | $2,954-61.6% | $2,551-55.6% |
| Participant deferral / active EE | $2,193 | $4,224-48.1% | $5,098-57.0% | $4,139-47.0% |
| Admin fee / account holder | $2,515 | $9,013-72.1% | $12,098-79.2% | $7,234-65.2% |