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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 | $46,240 | $115,931-60.1% | $185,441-75.1% | $86,983-46.8% |
| Participation rate | 37.0% | 73.6%-36.6pp | 80.3%-43.2pp | 69.5%-32.5pp |
| Annual return | 15.78% | 21.47%-5.7pp | 20.16%-4.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,291 | $2,937-56.0% | $4,672-72.4% | $2,584-50.1% |
| Participant deferral / active EE | $3,523 | $4,551-22.6% | $6,152-42.7% | $4,194-16.0% |
| Admin fee / account holder | $3,685 | $10,687-65.5% | $17,890-79.4% | $7,856-53.1% |