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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 | $52,657 | $63,949-17.7% | $129,031-59.2% | $94,015-44.0% |
| Participation rate | 44.0% | 63.4%-19.4pp | 73.4%-29.4pp | 70.8%-26.8pp |
| Annual return | 14.39% | 17.56%-3.2pp | 34.67%-20.3pp | 17.84%-3.5pp |
| Employer contribution / active EE | $1,131 | $1,865-39.3% | $3,226-64.9% | $2,790-59.5% |
| Participant deferral / active EE | $2,073 | $3,686-43.8% | $5,217-60.3% | $4,249-51.2% |
| Admin fee / account holder | $44,716 | $5,523+709.6% | $13,208+238.5% | $8,951+399.5% |