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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 | $46,906 | $93,598-49.9% | $135,974-65.5% | $75,173-37.6% |
| Participation rate | 32.8% | 75.2%-42.4pp | 81.9%-49.1pp | 67.2%-34.4pp |
| Annual return | 18.29% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,864 | $3,538-47.3% | $4,859-61.6% | $2,671-30.2% |
| Participant deferral / active EE | $3,086 | $6,405-51.8% | $7,760-60.2% | $4,126-25.2% |
| Admin fee / account holder | $1,537 | $6,978-78.0% | $10,767-85.7% | $5,651-72.8% |