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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 | $46,626 | $101,795-54.2% | $165,100-71.8% | $80,959-42.4% |
| Participation rate | 57.1% | 71.8%-14.7pp | 78.6%-21.5pp | 67.7%-10.5pp |
| Annual return | 14.00% | 16.73%-2.7pp | 70.21%-56.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,481 | $2,954-49.9% | $4,348-65.9% | $2,757-46.3% |
| Participant deferral / active EE | $2,639 | $4,476-41.0% | $6,035-56.3% | $4,300-38.6% |
| Admin fee / account holder | $1,056 | $8,221-87.2% | $12,696-91.7% | $6,925-84.8% |