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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 | $34,182 | $66,764-48.8% | $88,497-61.4% | $62,881-45.6% |
| Participation rate | 45.9% | 77.3%-31.3pp | 82.4%-36.5pp | 69.3%-23.4pp |
| Annual return | 5.79% | 10.37%-4.6pp | 7.63%-1.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,089 | $3,077-64.6% | $4,036-73.0% | $2,281-52.3% |
| Participant deferral / active EE | $4,058 | $3,976+2.0% | $4,899-17.2% | $3,203+26.7% |
| Admin fee / account holder | $7,532 | $4,668+61.3% | $6,220+21.1% | $4,296+75.3% |