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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 | $57,824 | $151,427-61.8% | $112,860-48.8% | $154,746-62.6% |
| Participation rate | 46.7% | 69.1%-22.5pp | 66.3%-19.7pp | 80.7%-34.0pp |
| Annual return | 14.00% | 30.95%-16.9pp | 35.26%-21.3pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,793 | $2,750-34.8% | $2,206-18.7% | $4,379-59.1% |
| Participant deferral / active EE | $4,267 | $4,285-0.4% | $3,493+22.1% | $6,730-36.6% |
| Admin fee / account holder | $317 | $7,369-95.7% | $6,841-95.4% | $14,365-97.8% |