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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 | $47,982 | $88,707-45.9% | $74,184-35.3% | $273,972-82.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 6.53% | 11.94%-5.4pp | 17.74%-11.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,197 | $3,159-62.1% | $2,370-49.5% | $4,869-75.4% |
| Participant deferral / active EE | $2,536 | $4,212-39.8% | $3,550-28.5% | $5,287-52.0% |
| Admin fee / account holder | $1,088 | $8,717-87.5% | $5,586-80.5% | $10,133-89.3% |