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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 | $81,403-45.9% | $147,027-70.1% | $87,485-49.7% |
| Participation rate | 50.0% | 63.4%-13.4pp | 73.7%-23.7pp | 68.9%-18.9pp |
| Annual return | 16.02% | 16.51%-0.5pp | 20.23%-4.2pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,243 | $2,205-43.6% | $3,626-65.7% | $2,596-52.1% |
| Participant deferral / active EE | $1,565 | $3,315-52.8% | $4,933-68.3% | $4,274-63.4% |
| Admin fee / account holder | $1,341 | $6,755-80.2% | $12,223-89.0% | $7,775-82.8% |