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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 | $31,096 | $81,504-61.8% | $102,437-69.6% | $80,959-61.6% |
| Participation rate | 45.0% | 66.9%-21.9pp | 74.5%-29.5pp | 67.7%-22.7pp |
| Annual return | 13.19% | 25.60%-12.4pp | 24.95%-11.8pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,725 | $3,104-44.4% | $3,871-55.4% | $2,757-37.4% |
| Participant deferral / active EE | $2,957 | $3,871-23.6% | $5,060-41.6% | $4,300-31.2% |
| Admin fee / account holder | $4,620 | $6,719-31.2% | $8,388-44.9% | $6,925-33.3% |