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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 | $52,894 | $81,504-35.1% | $102,437-48.4% | $80,959-34.7% |
| Participation rate | 44.8% | 66.9%-22.0pp | 74.5%-29.7pp | 67.7%-22.8pp |
| Annual return | 16.73% | 25.60%-8.9pp | 24.95%-8.2pp | 35.67%-18.9pp |
| Employer contribution / active EE | $881 | $3,104-71.6% | $3,871-77.2% | $2,757-68.0% |
| Participant deferral / active EE | $2,752 | $3,871-28.9% | $5,060-45.6% | $4,300-36.0% |
| Admin fee / account holder | $3,649 | $6,719-45.7% | $8,388-56.5% | $6,925-47.3% |