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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 | $41,453 | $94,439-56.1% | $73,658-43.7% | $154,746-73.2% |
| Participation rate | 30.0% | 64.7%-34.7pp | 57.0%-27.0pp | 80.7%-50.7pp |
| Annual return | 12.90% | 28.25%-15.4pp | 29.72%-16.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,414 | $1,257+92.0% | $1,032+133.8% | $4,379-44.9% |
| Participant deferral / active EE | $4,138 | $2,527+63.7% | $2,062+100.7% | $6,730-38.5% |
| Admin fee / account holder | $2,887 | $3,843-24.9% | $3,357-14.0% | $14,365-79.9% |