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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 | $46,603 | $55,713-16.4% | $75,901-38.6% | $72,975-36.1% |
| Participation rate | 56.3% | 61.1%-4.8pp | 69.3%-12.9pp | 69.5%-13.2pp |
| Annual return | 25.37% | 27.60%-2.2pp | 30.76%-5.4pp | 81.01%-55.6pp |
| Employer contribution / active EE | $933 | $1,687-44.7% | $2,501-62.7% | $2,440-61.8% |
| Participant deferral / active EE | $1,733 | $2,634-34.2% | $3,603-51.9% | $3,608-52.0% |
| Admin fee / account holder | $400 | $3,980-89.9% | $5,420-92.6% | $5,124-92.2% |