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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 | $41,949 | $93,064-54.9% | $74,577-43.8% | $273,972-84.7% |
| Participation rate | 58.3% | 74.9%-16.6pp | 68.1%-9.8pp | 83.0%-24.7pp |
| Annual return | 5.18% | 26.18%-21.0pp | 20.47%-15.3pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,340 | $3,160-57.6% | $2,525-46.9% | $4,869-72.5% |
| Participant deferral / active EE | $3,211 | $4,160-22.8% | $3,458-7.1% | $5,287-39.3% |
| Admin fee / account holder | $2,049 | $5,273-61.1% | $4,138-50.5% | $10,133-79.8% |