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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 | $44,121 | $86,940-49.3% | $102,434-56.9% | $80,935-45.5% |
| Participation rate | 55.9% | 72.4%-16.5pp | 76.5%-20.6pp | 67.7%-11.8pp |
| Annual return | 18.19% | 18.89%-0.7pp | 29.46%-11.3pp | 35.66%-17.5pp |
| Employer contribution / active EE | $1,709 | $2,370-27.9% | $3,023-43.5% | $2,757-38.0% |
| Participant deferral / active EE | $3,816 | $4,121-7.4% | $5,055-24.5% | $4,299-11.2% |
| Admin fee / account holder | $4,114 | $8,047-48.9% | $9,462-56.5% | $6,924-40.6% |