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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 | $48,893 | $96,956-49.6% | $69,779-29.9% | $273,972-82.2% |
| Participation rate | 63.2% | 77.1%-13.9pp | 71.8%-8.7pp | 83.0%-19.9pp |
| Annual return | 12.81% | 12.93%-0.1pp | 12.99%-0.2pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,112 | $3,316-66.5% | $2,338-52.5% | $4,869-77.2% |
| Participant deferral / active EE | $2,960 | $3,744-20.9% | $2,931+1.0% | $5,287-44.0% |
| Admin fee / account holder | $343 | $7,934-95.7% | $4,381-92.2% | $10,133-96.6% |