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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 | $35,218 | $73,981-52.4% | $105,754-66.7% | $62,881-44.0% |
| Participation rate | 48.8% | 71.7%-22.9pp | 78.9%-30.1pp | 69.3%-20.5pp |
| Annual return | 8.48% | 17.60%-9.1pp | 12.25%-3.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,243 | $2,856-56.5% | $4,079-69.5% | $2,281-45.5% |
| Participant deferral / active EE | $2,269 | $4,038-43.8% | $5,326-57.4% | $3,203-29.2% |
| Admin fee / account holder | $2,814 | $5,976-52.9% | $8,309-66.1% | $4,296-34.5% |