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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 | $50,866 | $81,504-37.6% | $102,437-50.3% | $80,959-37.2% |
| Participation rate | 38.1% | 66.9%-28.8pp | 74.5%-36.4pp | 67.7%-29.6pp |
| Annual return | 12.12% | 25.60%-13.5pp | 24.95%-12.8pp | 35.67%-23.5pp |
| Employer contribution / active EE | $993 | $3,104-68.0% | $3,871-74.4% | $2,757-64.0% |
| Participant deferral / active EE | $3,073 | $3,871-20.6% | $5,060-39.3% | $4,300-28.5% |
| Admin fee / account holder | $3,574 | $6,719-46.8% | $8,388-57.4% | $6,925-48.4% |