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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 | $52,963 | $77,896-32.0% | $134,172-60.5% | $82,448-35.8% |
| Participation rate | 36.8% | 62.8%-25.9pp | 72.5%-35.6pp | 68.1%-31.2pp |
| Annual return | 16.72% | 18.21%-1.5pp | 25.30%-8.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,656 | $2,159-23.3% | $3,420-51.6% | $2,551-35.1% |
| Participant deferral / active EE | $2,253 | $3,162-28.8% | $4,690-52.0% | $4,139-45.6% |
| Admin fee / account holder | $982 | $6,336-84.5% | $12,016-91.8% | $7,234-86.4% |