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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 | $43,134 | $57,119-24.5% | $85,187-49.4% | $80,935-46.7% |
| Participation rate | 51.4% | 56.4%-5.0pp | 67.5%-16.1pp | 67.7%-16.2pp |
| Annual return | 10.67% | 21.70%-11.0pp | 66.67%-56.0pp | 35.66%-25.0pp |
| Employer contribution / active EE | $553 | $1,802-69.3% | $2,732-79.7% | $2,757-79.9% |
| Participant deferral / active EE | $4,509 | $3,115+44.8% | $4,525-0.3% | $4,299+4.9% |
| Admin fee / account holder | $8,360 | $4,990+67.5% | $6,162+35.7% | $6,924+20.7% |