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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 | $53,607 | $75,541-29.0% | $152,093-64.8% | $82,637-35.1% |
| Participation rate | 31.0% | 66.5%-35.5pp | 77.8%-46.7pp | 68.1%-37.0pp |
| Annual return | 18.09% | 32.56%-14.5pp | 66.36%-48.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,080 | $2,622-58.8% | $4,175-74.1% | $2,552-57.7% |
| Participant deferral / active EE | $2,750 | $3,206-14.2% | $5,451-49.6% | $4,126-33.4% |
| Admin fee / account holder | $944 | $6,405-85.3% | $14,497-93.5% | $7,339-87.1% |