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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 | $63,833 | $78,520-18.7% | $96,576-33.9% | $82,448-22.6% |
| Participation rate | 48.7% | 77.7%-29.0pp | 81.4%-32.7pp | 68.1%-19.3pp |
| Annual return | 32.75% | 41.30%-8.6pp | 38.47%-5.7pp | 41.64%-8.9pp |
| Employer contribution / active EE | $1,026 | $2,630-61.0% | $3,553-71.1% | $2,551-59.8% |
| Participant deferral / active EE | $3,219 | $6,754-52.3% | $7,956-59.5% | $4,139-22.2% |
| Admin fee / account holder | $2,111 | $13,455-84.3% | $11,381-81.5% | $7,234-70.8% |