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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 | $41,277 | $73,787-44.1% | $98,716-58.2% | $82,448-49.9% |
| Participation rate | 46.4% | 61.4%-15.0pp | 69.3%-22.9pp | 68.1%-21.7pp |
| Annual return | 12.88% | 18.57%-5.7pp | 31.81%-18.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,183 | $1,511-21.7% | $2,279-48.1% | $2,551-53.6% |
| Participant deferral / active EE | $1,703 | $3,081-44.7% | $4,048-57.9% | $4,139-58.9% |
| Admin fee / account holder | $4,398 | $6,500-32.3% | $8,703-49.5% | $7,234-39.2% |