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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 | $43,434 | $57,073-23.9% | $85,126-49.0% | $80,925-46.3% |
| Participation rate | 15.4% | 56.4%-41.0pp | 67.5%-52.1pp | 67.7%-52.3pp |
| Annual return | 14.80% | 21.69%-6.9pp | 66.63%-51.8pp | 35.65%-20.8pp |
| Employer contribution / active EE | $492 | $1,801-72.7% | $2,731-82.0% | $2,756-82.2% |
| Participant deferral / active EE | $1,120 | $3,113-64.0% | $4,523-75.2% | $4,299-74.0% |
| Admin fee / account holder | $5,270 | $4,988+5.7% | $6,160-14.5% | $6,940-24.1% |