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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 | $29,281 | $88,996-67.1% | $78,004-62.5% | $138,895-78.9% |
| Participation rate | 47.1% | 74.4%-27.3pp | 69.4%-22.4pp | 79.9%-32.9pp |
| Annual return | 16.64% | 28.03%-11.4pp | 31.07%-14.4pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,122 | $2,917-61.5% | $2,469-54.5% | $4,194-73.2% |
| Participant deferral / active EE | $3,133 | $4,724-33.7% | $4,092-23.4% | $6,396-51.0% |
| Admin fee / account holder | $1,339 | $8,807-84.8% | $7,578-82.3% | $12,562-89.3% |