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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 | $41,384 | $60,349-31.4% | $74,184-44.2% | $62,881-34.2% |
| Participation rate | 53.4% | 72.7%-19.3pp | 76.6%-23.2pp | 69.3%-15.9pp |
| Annual return | 8.67% | 21.38%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,065 | $1,680-36.6% | $2,370-55.1% | $2,281-53.3% |
| Participant deferral / active EE | $1,560 | $2,856-45.4% | $3,550-56.0% | $3,203-51.3% |
| Admin fee / account holder | $1,963 | $4,261-53.9% | $5,586-64.9% | $4,296-54.3% |