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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 | $48,338 | $69,590-30.5% | $136,867-64.7% | $94,015-48.6% |
| Participation rate | 35.7% | 66.3%-30.6pp | 74.5%-38.8pp | 70.8%-35.1pp |
| Annual return | 13.28% | 19.62%-6.3pp | 42.97%-29.7pp | 17.84%-4.6pp |
| Employer contribution / active EE | $1,404 | $2,396-41.4% | $3,547-60.4% | $2,790-49.7% |
| Participant deferral / active EE | $1,906 | $3,437-44.5% | $4,924-61.3% | $4,249-55.1% |
| Admin fee / account holder | $3,954 | $8,912-55.6% | $10,340-61.8% | $8,951-55.8% |