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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 | $114,712-59.7% | $173,730-73.4% | $87,485-47.1% |
| Participation rate | 37.0% | 73.0%-36.0pp | 79.6%-42.5pp | 68.9%-31.9pp |
| Annual return | 15.78% | 20.18%-4.4pp | 19.96%-4.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,291 | $2,904-55.6% | $4,577-71.8% | $2,596-50.3% |
| Participant deferral / active EE | $3,523 | $4,642-24.1% | $6,326-44.3% | $4,274-17.6% |
| Admin fee / account holder | $3,685 | $10,210-63.9% | $17,523-79.0% | $7,775-52.6% |