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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 | $43,343 | $81,457-46.8% | $103,378-58.1% | $80,911-46.4% |
| Participation rate | 32.1% | 66.8%-34.7pp | 74.5%-42.4pp | 67.6%-35.5pp |
| Annual return | 13.19% | 25.58%-12.4pp | 24.91%-11.7pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,337 | $3,107-57.0% | $3,870-65.5% | $2,756-51.5% |
| Participant deferral / active EE | $2,663 | $3,871-31.2% | $5,058-47.4% | $4,297-38.0% |
| Admin fee / account holder | $4,422 | $6,717-34.2% | $8,401-47.4% | $6,935-36.2% |