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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 | $39,752 | $86,919-54.3% | $102,457-61.2% | $80,911-50.9% |
| Participation rate | 41.2% | 72.4%-31.2pp | 76.5%-35.3pp | 67.6%-26.5pp |
| Annual return | 11.85% | 18.90%-7.0pp | 29.41%-17.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $1,134 | $2,368-52.1% | $3,022-62.5% | $2,756-58.9% |
| Participant deferral / active EE | $2,872 | $4,119-30.3% | $5,054-43.2% | $4,297-33.2% |
| Admin fee / account holder | $3,467 | $8,049-56.9% | $9,451-63.3% | $6,935-50.0% |