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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 | $43,295 | $87,733-50.7% | $106,555-59.4% | $85,847-49.6% |
| Participation rate | 52.6% | 71.9%-19.3pp | 76.1%-23.5pp | 69.3%-16.7pp |
| Annual return | 12.05% | 21.86%-9.8pp | 26.80%-14.8pp | 318.61%-306.6pp |
| Employer contribution / active EE | $1,632 | $2,073-21.3% | $2,819-42.1% | $2,565-36.4% |
| Participant deferral / active EE | $2,899 | $3,469-16.4% | $4,399-34.1% | $3,952-26.7% |
| Admin fee / account holder | $3,978 | $6,767-41.2% | $7,408-46.3% | $6,261-36.5% |