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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 | $47,409 | $53,774-11.8% | $134,162-64.7% | $79,852-40.6% |
| Participation rate | 44.4% | 58.8%-14.3pp | 72.2%-27.7pp | 69.6%-25.2pp |
| Annual return | 18.89% | 19.01%-0.1pp | 36.35%-17.5pp | 31.72%-12.8pp |
| Employer contribution / active EE | $1,512 | $1,322+14.4% | $3,705-59.2% | $2,471-38.8% |
| Participant deferral / active EE | $2,238 | $2,420-7.5% | $3,500-36.1% | $3,740-40.2% |
| Admin fee / account holder | $6,451 | $3,985+61.9% | $6,685-3.5% | $5,306+21.6% |