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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 | $47,347 | $93,617-49.4% | $135,982-65.2% | $75,177-37.0% |
| Participation rate | 36.2% | 75.2%-39.0pp | 81.9%-45.8pp | 67.2%-31.0pp |
| Annual return | 22.35% | 30.89%-8.5pp | 68.32%-46.0pp | 160.75%-138.4pp |
| Employer contribution / active EE | $1,325 | $3,538-62.6% | $4,859-72.7% | $2,671-50.4% |
| Participant deferral / active EE | $3,497 | $6,406-45.4% | $7,760-54.9% | $4,126-15.3% |
| Admin fee / account holder | $1,340 | $6,980-80.8% | $10,767-87.6% | $5,651-76.3% |