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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 | $41,387 | $81,504-49.2% | $102,437-59.6% | $80,959-48.9% |
| Participation rate | 42.3% | 66.9%-24.5pp | 74.5%-32.2pp | 67.7%-25.4pp |
| Annual return | 11.24% | 25.60%-14.4pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,153 | $3,104-62.8% | $3,871-70.2% | $2,757-58.2% |
| Participant deferral / active EE | $3,343 | $3,871-13.6% | $5,060-33.9% | $4,300-22.3% |
| Admin fee / account holder | $6,090 | $6,719-9.4% | $8,388-27.4% | $6,925-12.1% |