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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 | $97,550-51.4% | $120,344-60.6% | $87,485-45.9% |
| Participation rate | 46.7% | 72.8%-26.2pp | 76.7%-30.0pp | 68.9%-22.3pp |
| Annual return | 16.20% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,134 | $2,291-50.5% | $3,020-62.5% | $2,596-56.3% |
| Participant deferral / active EE | $2,193 | $4,230-48.2% | $5,135-57.3% | $4,274-48.7% |
| Admin fee / account holder | $2,515 | $9,543-73.6% | $12,742-80.3% | $7,775-67.6% |