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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 | $46,163 | $76,551-39.7% | $123,894-62.7% | $62,881-26.6% |
| Participation rate | 42.4% | 73.0%-30.6pp | 81.4%-39.0pp | 69.3%-26.9pp |
| Annual return | 7.54% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,204 | $2,882-58.2% | $4,617-73.9% | $2,281-47.2% |
| Participant deferral / active EE | $3,089 | $4,840-36.2% | $5,984-48.4% | $3,203-3.5% |
| Admin fee / account holder | $3,748 | $4,826-22.3% | $8,357-55.2% | $4,296-12.8% |