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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 | $29,546 | $77,962-62.1% | $178,540-83.5% | $80,935-63.5% |
| Participation rate | 49.1% | 65.7%-16.5pp | 77.1%-28.0pp | 67.7%-18.5pp |
| Annual return | 12.56% | 18.10%-5.5pp | 27.15%-14.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,560 | $2,280-31.6% | $3,953-60.5% | $2,757-43.4% |
| Participant deferral / active EE | $3,053 | $4,404-30.7% | $6,281-51.4% | $4,299-29.0% |
| Admin fee / account holder | $1,326 | $7,156-81.5% | $10,424-87.3% | $6,924-80.8% |