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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 | $46,632 | $64,010-27.1% | $108,359-57.0% | $64,340-27.5% |
| Participation rate | 43.5% | 49.4%-5.9pp | 70.1%-26.6pp | 55.2%-11.8pp |
| Annual return | 18.74% | 19.74%-1.0pp | 36.89%-18.2pp | 24.14%-5.4pp |
| Employer contribution / active EE | $1,085 | $1,029+5.5% | $2,399-54.8% | $1,862-41.7% |
| Participant deferral / active EE | $3,428 | $2,395+43.1% | $4,137-17.1% | $2,980+15.0% |
| Admin fee / account holder | $1,320 | $4,885-73.0% | $9,741-86.4% | $3,703-64.3% |