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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 | $53,902 | $85,515-37.0% | $112,040-51.9% | $67,986-20.7% |
| Participation rate | 44.6% | 68.2%-23.7pp | 76.5%-31.9pp | 57.2%-12.7pp |
| Annual return | 13.89% | 29.68%-15.8pp | 24.52%-10.6pp | 31.67%-17.8pp |
| Employer contribution / active EE | $1,330 | $2,191-39.3% | $2,954-55.0% | $2,019-34.1% |
| Participant deferral / active EE | $2,525 | $4,014-37.1% | $5,098-50.5% | $3,358-24.8% |
| Admin fee / account holder | $5,804 | $3,774+53.8% | $12,098-52.0% | $3,203+81.2% |