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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 | $48,082 | $56,054-14.2% | $171,082-71.9% | $62,881-23.5% |
| Participation rate | 35.6% | 62.9%-27.3pp | 76.7%-41.1pp | 69.3%-33.7pp |
| Annual return | 9.26% | 22.52%-13.3pp | 32.56%-23.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $917 | $1,731-47.0% | $4,002-77.1% | $2,281-59.8% |
| Participant deferral / active EE | $2,224 | $3,158-29.6% | $4,797-53.6% | $3,203-30.6% |
| Admin fee / account holder | $3,021 | $3,647-17.2% | $8,520-64.5% | $4,296-29.7% |