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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 | $38,706 | $106,864-63.8% | $147,318-73.7% | $82,637-53.2% |
| Participation rate | 48.3% | 75.5%-27.2pp | 82.1%-33.7pp | 68.1%-19.7pp |
| Annual return | 16.54% | 27.49%-10.9pp | 70.43%-53.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,656 | $3,417-51.5% | $4,593-64.0% | $2,552-35.1% |
| Participant deferral / active EE | $3,297 | $6,496-49.2% | $7,906-58.3% | $4,126-20.1% |
| Admin fee / account holder | $4,622 | $8,415-45.1% | $13,708-66.3% | $7,339-37.0% |