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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 | $57,482 | $86,949-33.9% | $102,460-43.9% | $80,959-29.0% |
| Participation rate | 56.1% | 72.4%-16.3pp | 76.5%-20.4pp | 67.7%-11.6pp |
| Annual return | 12.76% | 18.89%-6.1pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,005 | $2,370-57.6% | $3,025-66.8% | $2,757-63.6% |
| Participant deferral / active EE | $2,409 | $4,121-41.6% | $5,056-52.4% | $4,300-44.0% |
| Admin fee / account holder | $1,298 | $8,048-83.9% | $9,460-86.3% | $6,925-81.3% |