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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 | $40,936 | $88,707-53.9% | $74,184-44.8% | $273,972-85.1% |
| Participation rate | 45.0% | 79.4%-34.4pp | 76.6%-31.6pp | 83.0%-38.0pp |
| Annual return | 6.75% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,049 | $3,159-66.8% | $2,370-55.8% | $4,869-78.5% |
| Participant deferral / active EE | $1,756 | $4,212-58.3% | $3,550-50.5% | $5,287-66.8% |
| Admin fee / account holder | $527 | $8,717-94.0% | $5,586-90.6% | $10,133-94.8% |