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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 | $53,367 | $105,623-49.5% | $87,502-39.0% | $273,972-80.5% |
| Participation rate | 41.7% | 78.2%-36.5pp | 73.8%-32.2pp | 83.0%-41.3pp |
| Annual return | 8.78% | 12.26%-3.5pp | 12.21%-3.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $254 | $3,141-91.9% | $2,550-90.1% | $4,869-94.8% |
| Participant deferral / active EE | $1,879 | $3,601-47.8% | $3,149-40.3% | $5,287-64.5% |
| Admin fee / account holder | $1,976 | $4,781-58.7% | $4,221-53.2% | $10,133-80.5% |