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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 | $81,457-45.0% | $103,378-56.7% | $80,911-44.7% |
| Participation rate | 31.8% | 66.8%-35.0pp | 74.5%-42.7pp | 67.6%-35.8pp |
| Annual return | 12.37% | 25.58%-13.2pp | 24.91%-12.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,008 | $3,107-67.6% | $3,870-74.0% | $2,756-63.4% |
| Participant deferral / active EE | $1,679 | $3,871-56.6% | $5,058-66.8% | $4,297-60.9% |
| Admin fee / account holder | $5,871 | $6,717-12.6% | $8,401-30.1% | $6,935-15.3% |