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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 | $47,341 | $96,558-51.0% | $80,977-41.5% | $273,972-82.7% |
| Participation rate | 60.9% | 79.1%-18.2pp | 75.8%-14.9pp | 83.0%-22.1pp |
| Annual return | 4.69% | 15.14%-10.5pp | 17.11%-12.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,515 | $4,869-68.9% | $3,715-59.2% | $4,869-68.9% |
| Participant deferral / active EE | $4,038 | $6,598-38.8% | $5,696-29.1% | $5,287-23.6% |
| Admin fee / account holder | $1,098 | $7,493-85.4% | $5,517-80.1% | $10,133-89.2% |