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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 | $47,207 | $81,487-42.1% | $102,412-53.9% | $80,935-41.7% |
| Participation rate | 58.5% | 66.8%-8.3pp | 74.5%-16.0pp | 67.7%-9.1pp |
| Annual return | 12.88% | 25.60%-12.7pp | 24.94%-12.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,796 | $3,103-42.1% | $3,870-53.6% | $2,757-34.9% |
| Participant deferral / active EE | $4,247 | $3,871+9.7% | $5,060-16.1% | $4,299-1.2% |
| Admin fee / account holder | $2,000 | $6,717-70.2% | $8,388-76.2% | $6,924-71.1% |