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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 | $53,555 | $85,515-37.4% | $112,040-52.2% | $67,986-21.2% |
| Participation rate | 43.5% | 68.2%-24.7pp | 76.5%-32.9pp | 57.2%-13.7pp |
| Annual return | 17.45% | 29.68%-12.2pp | 24.52%-7.1pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,208 | $2,191-44.9% | $2,954-59.1% | $2,019-40.2% |
| Participant deferral / active EE | $1,810 | $4,014-54.9% | $5,098-64.5% | $3,358-46.1% |
| Admin fee / account holder | $11,993 | $3,774+217.8% | $12,098-0.9% | $3,203+274.4% |