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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 | $86,919-49.2% | $102,457-56.9% | $80,911-45.5% |
| Participation rate | 55.9% | 72.4%-16.5pp | 76.5%-20.6pp | 67.6%-11.8pp |
| Annual return | 18.19% | 18.90%-0.7pp | 29.41%-11.2pp | 35.63%-17.4pp |
| Employer contribution / active EE | $1,709 | $2,368-27.8% | $3,022-43.5% | $2,756-38.0% |
| Participant deferral / active EE | $3,816 | $4,119-7.4% | $5,054-24.5% | $4,297-11.2% |
| Admin fee / account holder | $4,114 | $8,049-48.9% | $9,451-56.5% | $6,935-40.7% |