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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 | $31,175 | $85,024-63.3% | $70,544-55.8% | $139,466-77.6% |
| Participation rate | 47.4% | 73.9%-26.5pp | 68.4%-21.0pp | 80.3%-33.0pp |
| Annual return | 16.37% | 30.39%-14.0pp | 32.79%-16.4pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,352 | $3,912-65.4% | $2,976-54.6% | $4,754-71.6% |
| Participant deferral / active EE | $2,074 | $5,891-64.8% | $4,568-54.6% | $6,712-69.1% |
| Admin fee / account holder | $1,778 | $8,928-80.1% | $6,427-72.3% | $11,409-84.4% |