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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 | $45,315 | $64,920-30.2% | $103,693-56.3% | $86,983-47.9% |
| Participation rate | 35.0% | 63.6%-28.6pp | 72.6%-37.6pp | 69.5%-34.5pp |
| Annual return | 18.76% | 30.29%-11.5pp | 47.61%-28.8pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,038 | $2,141-51.5% | $2,920-64.4% | $2,584-59.8% |
| Participant deferral / active EE | $1,805 | $3,241-44.3% | $4,579-60.6% | $4,194-57.0% |
| Admin fee / account holder | $2,152 | $6,191-65.2% | $7,858-72.6% | $7,856-72.6% |