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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 | $39,734 | $75,541-47.4% | $152,093-73.9% | $82,637-51.9% |
| Participation rate | 54.2% | 66.5%-12.3pp | 77.8%-23.5pp | 68.1%-13.8pp |
| Annual return | 16.48% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,210 | $2,622-53.8% | $4,175-71.0% | $2,552-52.6% |
| Participant deferral / active EE | $3,138 | $3,206-2.1% | $5,451-42.4% | $4,126-24.0% |
| Admin fee / account holder | $6,866 | $6,405+7.2% | $14,497-52.6% | $7,339-6.4% |