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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 | $32,671 | $77,962-58.1% | $178,540-81.7% | $80,935-59.6% |
| Participation rate | 41.1% | 65.7%-24.6pp | 77.1%-36.0pp | 67.7%-26.6pp |
| Annual return | 12.16% | 18.10%-5.9pp | 27.15%-15.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,110 | $2,280-51.3% | $3,953-71.9% | $2,757-59.7% |
| Participant deferral / active EE | $1,850 | $4,404-58.0% | $6,281-70.5% | $4,299-57.0% |
| Admin fee / account holder | $3,928 | $7,156-45.1% | $10,424-62.3% | $6,924-43.3% |