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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 | $47,773 | $110,137-56.6% | $161,149-70.4% | $82,637-42.2% |
| Participation rate | 31.6% | 72.4%-40.8pp | 78.8%-47.3pp | 68.1%-36.5pp |
| Annual return | 17.90% | 20.69%-2.8pp | 21.16%-3.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,224 | $2,856-57.2% | $4,360-71.9% | $2,552-52.1% |
| Participant deferral / active EE | $2,297 | $4,575-49.8% | $6,153-62.7% | $4,126-44.3% |
| Admin fee / account holder | $2,199 | $9,467-76.8% | $15,194-85.5% | $7,339-70.0% |