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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 | $43,713 | $106,864-59.1% | $147,318-70.3% | $82,637-47.1% |
| Participation rate | 62.9% | 75.5%-12.6pp | 82.1%-19.2pp | 68.1%-5.2pp |
| Annual return | 16.60% | 27.49%-10.9pp | 70.43%-53.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,409 | $3,417-58.8% | $4,593-69.3% | $2,552-44.8% |
| Participant deferral / active EE | $3,154 | $6,496-51.4% | $7,906-60.1% | $4,126-23.6% |
| Admin fee / account holder | $3,179 | $8,415-62.2% | $13,708-76.8% | $7,339-56.7% |