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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 | $48,297 | $37,446+29.0% | $77,513-37.7% | $79,852-39.5% |
| Participation rate | 31.1% | 41.5%-10.4pp | 54.2%-23.0pp | 69.6%-38.5pp |
| Annual return | 13.39% | 39.76%-26.4pp | 54.81%-41.4pp | 31.72%-18.3pp |
| Employer contribution / active EE | $104 | $637-83.7% | $987-89.5% | $2,471-95.8% |
| Participant deferral / active EE | $632 | $1,261-49.8% | $1,861-66.0% | $3,740-83.1% |
| Admin fee / account holder | $418 | $2,506-83.3% | $2,859-85.4% | $5,306-92.1% |