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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 | $41,999 | $64,359-34.7% | $90,161-53.4% | $70,126-40.1% |
| Participation rate | 49.3% | 70.4%-21.1pp | 76.9%-27.5pp | 69.5%-20.2pp |
| Annual return | 22.22% | 28.13%-5.9pp | 34.89%-12.7pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,196 | $2,046-41.5% | $3,318-63.9% | $2,343-48.9% |
| Participant deferral / active EE | $3,465 | $4,389-21.0% | $5,287-34.5% | $3,332+4.0% |
| Admin fee / account holder | $3,774 | $3,945-4.3% | $5,943-36.5% | $4,645-18.8% |