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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 | $46,166 | $93,057-50.4% | $153,500-69.9% | $80,925-43.0% |
| Participation rate | 48.9% | 69.0%-20.0pp | 77.1%-28.2pp | 67.7%-18.7pp |
| Annual return | 10.84% | 19.96%-9.1pp | 15.70%-4.9pp | 35.65%-24.8pp |
| Employer contribution / active EE | $1,114 | $3,507-68.2% | $5,039-77.9% | $2,756-59.6% |
| Participant deferral / active EE | $4,727 | $5,179-8.7% | $6,756-30.0% | $4,299+10.0% |
| Admin fee / account holder | $7,022 | $8,885-21.0% | $12,736-44.9% | $6,940+1.2% |