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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 | $44,011 | $106,749-58.8% | $145,433-69.7% | $82,448-46.6% |
| Participation rate | 63.3% | 75.6%-12.3pp | 82.1%-18.8pp | 68.1%-4.7pp |
| Annual return | 17.62% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,082 | $3,444-68.6% | $4,554-76.2% | $2,551-57.6% |
| Participant deferral / active EE | $3,469 | $6,519-46.8% | $7,897-56.1% | $4,139-16.2% |
| Admin fee / account holder | $1,566 | $8,390-81.3% | $13,129-88.1% | $7,234-78.4% |