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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 | $43,793 | $63,809-31.4% | $81,353-46.2% | $80,935-45.9% |
| Participation rate | 53.6% | 63.9%-10.3pp | 69.5%-15.9pp | 67.7%-14.1pp |
| Annual return | 14.80% | 16.37%-1.6pp | 24.82%-10.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,287 | $1,981-35.0% | $2,464-47.8% | $2,757-53.3% |
| Participant deferral / active EE | $3,490 | $3,093+12.8% | $3,885-10.2% | $4,299-18.8% |
| Admin fee / account holder | $564 | $5,686-90.1% | $5,766-90.2% | $6,924-91.9% |