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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 | $47,373 | $81,446-41.8% | $103,374-54.2% | $80,874-41.4% |
| Participation rate | 37.1% | 66.9%-29.8pp | 74.5%-37.4pp | 67.6%-30.6pp |
| Annual return | 17.36% | 25.57%-8.2pp | 24.89%-7.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $1,465 | $3,107-52.8% | $3,869-62.1% | $2,756-46.8% |
| Participant deferral / active EE | $2,572 | $3,870-33.6% | $5,058-49.2% | $4,297-40.2% |
| Admin fee / account holder | $634 | $6,715-90.6% | $8,394-92.5% | $6,935-90.9% |