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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 | $44,005 | $77,896-43.5% | $134,172-67.2% | $82,448-46.6% |
| Participation rate | 50.0% | 62.8%-12.8pp | 72.5%-22.5pp | 68.1%-18.1pp |
| Annual return | 16.02% | 18.21%-2.2pp | 25.30%-9.3pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,243 | $2,159-42.4% | $3,420-63.7% | $2,551-51.3% |
| Participant deferral / active EE | $1,565 | $3,162-50.5% | $4,690-66.6% | $4,139-62.2% |
| Admin fee / account holder | $1,341 | $6,336-78.8% | $12,016-88.8% | $7,234-81.5% |