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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 | $57,702 | $78,015-26.0% | $178,505-67.7% | $80,959-28.7% |
| Participation rate | 34.6% | 65.7%-31.1pp | 77.1%-42.5pp | 67.7%-33.1pp |
| Annual return | 13.13% | 18.10%-5.0pp | 27.16%-14.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,288 | $2,281-43.6% | $3,955-67.4% | $2,757-53.3% |
| Participant deferral / active EE | $4,372 | $4,406-0.8% | $6,280-30.4% | $4,300+1.7% |
| Admin fee / account holder | $959 | $7,160-86.6% | $10,428-90.8% | $6,925-86.2% |