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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 | $38,808 | $86,891-55.3% | $142,516-72.8% | $75,173-48.4% |
| Participation rate | 46.3% | 68.5%-22.2pp | 76.8%-30.5pp | 67.2%-20.9pp |
| Annual return | 18.28% | 23.31%-5.0pp | 19.99%-1.7pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,008 | $3,355-70.0% | $4,849-79.2% | $2,671-62.3% |
| Participant deferral / active EE | $4,314 | $4,938-12.6% | $6,280-31.3% | $4,126+4.6% |
| Admin fee / account holder | $3,277 | $7,299-55.1% | $10,008-67.3% | $5,651-42.0% |