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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 | $87,180-49.5% | $173,703-74.7% | $94,015-53.2% |
| Participation rate | 50.0% | 65.6%-15.6pp | 75.9%-25.9pp | 70.8%-20.8pp |
| Annual return | 16.02% | 14.17%+1.8pp | 17.46%-1.4pp | 17.84%-1.8pp |
| Employer contribution / active EE | $1,243 | $2,494-50.2% | $4,288-71.0% | $2,790-55.5% |
| Participant deferral / active EE | $1,565 | $3,343-53.2% | $4,854-67.8% | $4,249-63.2% |
| Admin fee / account holder | $1,341 | $7,506-82.1% | $15,562-91.4% | $8,951-85.0% |