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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 | $52,436 | $81,457-35.6% | $103,378-49.3% | $80,911-35.2% |
| Participation rate | 45.5% | 66.8%-21.4pp | 74.5%-29.1pp | 67.6%-22.2pp |
| Annual return | 13.48% | 25.58%-12.1pp | 24.91%-11.4pp | 35.63%-22.2pp |
| Employer contribution / active EE | $2,007 | $3,107-35.4% | $3,870-48.1% | $2,756-27.2% |
| Participant deferral / active EE | $3,618 | $3,871-6.5% | $5,058-28.5% | $4,297-15.8% |
| Admin fee / account holder | $3,452 | $6,717-48.6% | $8,401-58.9% | $6,935-50.2% |