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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 | $33,964 | $99,345-65.8% | $84,753-59.9% | $273,972-87.6% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.16% | 22.93%-18.8pp | 22.78%-18.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,503 | $4,214-64.3% | $3,574-57.9% | $4,869-69.1% |
| Participant deferral / active EE | $4,628 | $4,270+8.4% | $3,712+24.7% | $5,287-12.5% |
| Admin fee / account holder | $4,332 | $6,645-34.8% | $5,333-18.8% | $10,133-57.2% |