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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 | $41,608 | $114,712-63.7% | $173,730-76.0% | $87,485-52.4% |
| Participation rate | 47.7% | 73.0%-25.3pp | 79.6%-31.9pp | 68.9%-21.2pp |
| Annual return | 16.71% | 20.18%-3.5pp | 19.96%-3.2pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,726 | $2,904-40.6% | $4,577-62.3% | $2,596-33.5% |
| Participant deferral / active EE | $4,100 | $4,642-11.7% | $6,326-35.2% | $4,274-4.1% |
| Admin fee / account holder | $11,015 | $10,210+7.9% | $17,523-37.1% | $7,775+41.7% |