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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 | $45,209 | $81,504-44.5% | $102,437-55.9% | $80,959-44.2% |
| Participation rate | 26.4% | 66.9%-40.5pp | 74.5%-48.1pp | 67.7%-41.3pp |
| Annual return | 17.90% | 25.60%-7.7pp | 24.95%-7.1pp | 35.67%-17.8pp |
| Employer contribution / active EE | $952 | $3,104-69.3% | $3,871-75.4% | $2,757-65.5% |
| Participant deferral / active EE | $1,655 | $3,871-57.3% | $5,060-67.3% | $4,300-61.5% |
| Admin fee / account holder | $1,341 | $6,719-80.0% | $8,388-84.0% | $6,925-80.6% |