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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 | $48,386 | $72,272-33.1% | $101,264-52.2% | $79,858-39.4% |
| Participation rate | 30.8% | 68.5%-37.7pp | 75.8%-45.0pp | 69.6%-38.9pp |
| Annual return | 17.51% | 22.30%-4.8pp | 46.48%-29.0pp | 31.72%-14.2pp |
| Employer contribution / active EE | $1,056 | $2,692-60.8% | $3,660-71.1% | $2,471-57.3% |
| Participant deferral / active EE | $1,681 | $3,282-48.8% | $4,370-61.5% | $3,740-55.1% |
| Admin fee / account holder | $656 | $4,401-85.1% | $5,947-89.0% | $5,306-87.6% |