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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 | $44,116 | $81,446-45.8% | $103,374-57.3% | $80,874-45.5% |
| Participation rate | 31.4% | 66.9%-35.5pp | 74.5%-43.1pp | 67.6%-36.3pp |
| Annual return | 11.70% | 25.57%-13.9pp | 24.89%-13.2pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,449 | $3,107-53.4% | $3,869-62.6% | $2,756-47.4% |
| Participant deferral / active EE | $2,115 | $3,870-45.3% | $5,058-58.2% | $4,297-50.8% |
| Admin fee / account holder | $4,650 | $6,715-30.7% | $8,394-44.6% | $6,935-32.9% |