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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 | $42,689 | $81,504-47.6% | $102,437-58.3% | $80,959-47.3% |
| Participation rate | 49.1% | 66.9%-17.7pp | 74.5%-25.4pp | 67.7%-18.5pp |
| Annual return | 13.82% | 25.60%-11.8pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,778 | $3,104-42.7% | $3,871-54.1% | $2,757-35.5% |
| Participant deferral / active EE | $3,081 | $3,871-20.4% | $5,060-39.1% | $4,300-28.3% |
| Admin fee / account holder | $4,006 | $6,719-40.4% | $8,388-52.2% | $6,925-42.2% |