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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 | $39,945 | $103,966-61.6% | $112,899-64.6% | $75,173-46.9% |
| Participation rate | 30.3% | 75.7%-45.4pp | 80.5%-50.2pp | 67.2%-36.9pp |
| Annual return | 17.58% | 24.54%-7.0pp | 34.11%-16.5pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,284 | $3,870-66.8% | $4,566-71.9% | $2,671-51.9% |
| Participant deferral / active EE | $3,003 | $5,456-45.0% | $6,516-53.9% | $4,126-27.2% |
| Admin fee / account holder | $3,688 | $7,663-51.9% | $7,047-47.7% | $5,651-34.7% |