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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 | $44,766 | $81,476-45.1% | $102,383-56.3% | $80,925-44.7% |
| Participation rate | 31.8% | 66.8%-35.0pp | 74.5%-42.7pp | 67.7%-35.8pp |
| Annual return | 12.37% | 25.59%-13.2pp | 24.94%-12.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,008 | $3,105-67.5% | $3,870-74.0% | $2,756-63.4% |
| Participant deferral / active EE | $1,679 | $3,871-56.6% | $5,060-66.8% | $4,299-61.0% |
| Admin fee / account holder | $5,871 | $6,717-12.6% | $8,391-30.0% | $6,940-15.4% |