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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 | $36,551 | $65,712-44.4% | $57,196-36.1% | $273,972-86.7% |
| Participation rate | 47.8% | 78.3%-30.5pp | 75.3%-27.5pp | 83.0%-35.2pp |
| Annual return | 5.61% | 22.01%-16.4pp | 14.59%-9.0pp | 41.46%-35.8pp |
| Employer contribution / active EE | $663 | $3,280-79.8% | $2,683-75.3% | $4,869-86.4% |
| Participant deferral / active EE | $1,281 | $3,782-66.1% | $3,096-58.6% | $5,287-75.8% |
| Admin fee / account holder | $2,456 | $4,838-49.2% | $3,141-21.8% | $10,133-75.8% |