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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 | $54,695 | $99,345-44.9% | $84,753-35.5% | $273,972-80.0% |
| Participation rate | 30.0% | 80.7%-50.7pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 8.87% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,047 | $4,214-75.2% | $3,574-70.7% | $4,869-78.5% |
| Participant deferral / active EE | $2,966 | $4,270-30.5% | $3,712-20.1% | $5,287-43.9% |
| Admin fee / account holder | $4,672 | $6,645-29.7% | $5,333-12.4% | $10,133-53.9% |