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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 | $50,166 | $88,996-43.6% | $78,004-35.7% | $138,895-63.9% |
| Participation rate | 43.5% | 74.4%-30.9pp | 69.4%-26.0pp | 79.9%-36.4pp |
| Annual return | 18.37% | 28.03%-9.7pp | 31.07%-12.7pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,234 | $2,917-57.7% | $2,469-50.0% | $4,194-70.6% |
| Participant deferral / active EE | $2,874 | $4,724-39.2% | $4,092-29.8% | $6,396-55.1% |
| Admin fee / account holder | $4,081 | $8,807-53.7% | $7,578-46.1% | $12,562-67.5% |