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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 | $49,142 | $81,457-39.7% | $103,378-52.5% | $80,911-39.3% |
| Participation rate | 31.0% | 66.8%-35.9pp | 74.5%-43.6pp | 67.6%-36.7pp |
| Annual return | 13.68% | 25.58%-11.9pp | 24.91%-11.2pp | 35.63%-21.9pp |
| Employer contribution / active EE | $957 | $3,107-69.2% | $3,870-75.3% | $2,756-65.3% |
| Participant deferral / active EE | $1,657 | $3,871-57.2% | $5,058-67.2% | $4,297-61.4% |
| Admin fee / account holder | $6,296 | $6,717-6.3% | $8,401-25.1% | $6,935-9.2% |