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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 | $49,392 | $118,467-58.3% | $98,450-49.8% | $139,456-64.6% |
| Participation rate | 41.2% | 77.5%-36.3pp | 75.2%-34.0pp | 80.3%-39.2pp |
| Annual return | 17.47% | 18.95%-1.5pp | 21.16%-3.7pp | 373.45%-356.0pp |
| Employer contribution / active EE | $1,274 | $3,611-64.7% | $3,049-58.2% | $4,753-73.2% |
| Participant deferral / active EE | $3,142 | $5,393-41.7% | $4,739-33.7% | $6,711-53.2% |
| Admin fee / account holder | $3,492 | $14,057-75.2% | $8,961-61.0% | $11,407-69.4% |