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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 | $33,454 | $126,661-73.6% | $113,397-70.5% | $138,895-75.9% |
| Participation rate | 47.4% | 79.4%-32.1pp | 76.5%-29.1pp | 79.9%-32.6pp |
| Annual return | 24.58% | 25.05%-0.5pp | 23.20%+1.4pp | 145.39%-120.8pp |
| Employer contribution / active EE | $1,913 | $3,456-44.7% | $2,977-35.7% | $4,194-54.4% |
| Participant deferral / active EE | $3,580 | $5,693-37.1% | $5,076-29.5% | $6,396-44.0% |
| Admin fee / account holder | $1,146 | $14,549-92.1% | $11,957-90.4% | $12,562-90.9% |