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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 | $35,449 | $106,524-66.7% | $152,301-76.7% | $87,485-59.5% |
| Participation rate | 48.3% | 75.8%-27.4pp | 82.4%-34.1pp | 68.9%-20.6pp |
| Annual return | 18.15% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,427 | $3,371-57.7% | $4,624-69.1% | $2,596-45.0% |
| Participant deferral / active EE | $2,480 | $6,525-62.0% | $8,004-69.0% | $4,274-42.0% |
| Admin fee / account holder | $4,702 | $8,287-43.3% | $14,398-67.3% | $7,775-39.5% |