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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 | $78,027-42.3% | $178,528-74.8% | $80,925-44.4% |
| Participation rate | 40.3% | 65.7%-25.4pp | 77.1%-36.8pp | 67.7%-27.4pp |
| Annual return | 11.16% | 18.09%-6.9pp | 27.11%-15.9pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,765 | $2,281-22.6% | $3,950-55.3% | $2,756-36.0% |
| Participant deferral / active EE | $3,170 | $4,408-28.1% | $6,278-49.5% | $4,299-26.3% |
| Admin fee / account holder | $6,275 | $7,168-12.5% | $10,419-39.8% | $6,940-9.6% |