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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 | $46,096 | $86,949-47.0% | $102,460-55.0% | $80,959-43.1% |
| Participation rate | 64.5% | 72.4%-7.9pp | 76.5%-12.0pp | 67.7%-3.2pp |
| Annual return | 10.67% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,436 | $2,370-39.4% | $3,025-52.5% | $2,757-47.9% |
| Participant deferral / active EE | $3,175 | $4,121-23.0% | $5,056-37.2% | $4,300-26.2% |
| Admin fee / account holder | $387 | $8,048-95.2% | $9,460-95.9% | $6,925-94.4% |