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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 | $52,010 | $41,377+25.7% | $109,313-52.4% | $62,881-17.3% |
| Participation rate | 42.2% | 57.5%-15.4pp | 71.3%-29.1pp | 69.3%-27.1pp |
| Annual return | 7.46% | 11.05%-3.6pp | 22.07%-14.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $903 | $1,276-29.3% | $3,892-76.8% | $2,281-60.4% |
| Participant deferral / active EE | $1,748 | $2,045-14.5% | $3,166-44.8% | $3,203-45.4% |
| Admin fee / account holder | $1,191 | $2,884-58.7% | $5,666-79.0% | $4,296-72.3% |