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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 | $81,487-39.7% | $102,412-52.0% | $80,935-39.3% |
| Participation rate | 31.0% | 66.8%-35.9pp | 74.5%-43.6pp | 67.7%-36.7pp |
| Annual return | 13.68% | 25.60%-11.9pp | 24.94%-11.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $957 | $3,103-69.2% | $3,870-75.3% | $2,757-65.3% |
| Participant deferral / active EE | $1,657 | $3,871-57.2% | $5,060-67.3% | $4,299-61.5% |
| Admin fee / account holder | $6,296 | $6,717-6.3% | $8,388-24.9% | $6,924-9.1% |