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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 | $48,098 | $81,476-41.0% | $102,383-53.0% | $80,925-40.6% |
| Participation rate | 40.3% | 66.8%-26.5pp | 74.5%-34.2pp | 67.7%-27.4pp |
| Annual return | 12.32% | 25.59%-13.3pp | 24.94%-12.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,267 | $3,105-59.2% | $3,870-67.3% | $2,756-54.0% |
| Participant deferral / active EE | $2,356 | $3,871-39.1% | $5,060-53.4% | $4,299-45.2% |
| Admin fee / account holder | $2,127 | $6,717-68.3% | $8,391-74.6% | $6,940-69.3% |