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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 | $56,589 | $112,729-49.8% | $98,716-42.7% | $137,256-58.8% |
| Participation rate | 31.8% | 74.2%-42.4pp | 69.3%-37.5pp | 80.0%-48.1pp |
| Annual return | 11.39% | 38.48%-27.1pp | 31.81%-20.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,282 | $2,725-53.0% | $2,279-43.7% | $4,156-69.2% |
| Participant deferral / active EE | $2,917 | $4,640-37.1% | $4,048-27.9% | $6,407-54.5% |
| Admin fee / account holder | $1,203 | $10,129-88.1% | $8,703-86.2% | $12,270-90.2% |