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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 | $95,404-50.3% | $113,397-58.2% | $82,637-42.7% |
| Participation rate | 46.7% | 72.8%-26.2pp | 76.5%-29.8pp | 68.1%-21.4pp |
| Annual return | 16.20% | 19.08%-2.9pp | 23.20%-7.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,134 | $2,307-50.8% | $2,977-61.9% | $2,552-55.6% |
| Participant deferral / active EE | $2,193 | $4,220-48.0% | $5,076-56.8% | $4,126-46.9% |
| Admin fee / account holder | $2,515 | $9,168-72.6% | $11,957-79.0% | $7,339-65.7% |