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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 | $45,126 | $56,054-19.5% | $171,082-73.6% | $62,881-28.2% |
| Participation rate | 45.6% | 62.9%-17.3pp | 76.7%-31.1pp | 69.3%-23.7pp |
| Annual return | 6.47% | 22.52%-16.1pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $911 | $1,731-47.4% | $4,002-77.2% | $2,281-60.1% |
| Participant deferral / active EE | $1,860 | $3,158-41.1% | $4,797-61.2% | $3,203-41.9% |
| Admin fee / account holder | $3,703 | $3,647+1.6% | $8,520-56.5% | $4,296-13.8% |