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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 | $77,814-48.9% | $158,223-74.9% | $86,983-54.3% |
| Participation rate | 54.2% | 68.4%-14.2pp | 79.2%-25.0pp | 69.5%-15.3pp |
| Annual return | 16.48% | 30.54%-14.1pp | 52.09%-35.6pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,210 | $2,592-53.3% | $4,109-70.5% | $2,584-53.2% |
| Participant deferral / active EE | $3,138 | $3,270-4.0% | $5,467-42.6% | $4,194-25.2% |
| Admin fee / account holder | $6,866 | $5,879+16.8% | $16,047-57.2% | $7,856-12.6% |