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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 | $45,017 | $78,015-42.3% | $178,505-74.8% | $80,959-44.4% |
| Participation rate | 40.3% | 65.7%-25.4pp | 77.1%-36.8pp | 67.7%-27.4pp |
| Annual return | 11.16% | 18.10%-6.9pp | 27.16%-16.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,765 | $2,281-22.6% | $3,955-55.4% | $2,757-36.0% |
| Participant deferral / active EE | $3,170 | $4,406-28.1% | $6,280-49.5% | $4,300-26.3% |
| Admin fee / account holder | $6,275 | $7,160-12.4% | $10,428-39.8% | $6,925-9.4% |