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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 | $44,853 | $57,061-21.4% | $85,063-47.3% | $80,911-44.6% |
| Participation rate | 41.8% | 56.3%-14.6pp | 67.5%-25.7pp | 67.6%-25.9pp |
| Annual return | 12.23% | 21.66%-9.4pp | 66.54%-54.3pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,017 | $1,799-43.5% | $2,727-62.7% | $2,756-63.1% |
| Participant deferral / active EE | $3,196 | $3,110+2.8% | $4,523-29.3% | $4,297-25.6% |
| Admin fee / account holder | $1,421 | $4,986-71.5% | $6,155-76.9% | $6,935-79.5% |