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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 | $36,579 | $57,073-35.9% | $85,126-57.0% | $80,925-54.8% |
| Participation rate | 42.9% | 56.4%-13.5pp | 67.5%-24.7pp | 67.7%-24.8pp |
| Annual return | 12.75% | 21.69%-8.9pp | 66.63%-53.9pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,083 | $1,801-39.8% | $2,731-60.3% | $2,756-60.7% |
| Participant deferral / active EE | $3,629 | $3,113+16.6% | $4,523-19.8% | $4,299-15.6% |
| Admin fee / account holder | $2,773 | $4,988-44.4% | $6,160-55.0% | $6,940-60.0% |