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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 | $44,042 | $75,541-41.7% | $152,093-71.0% | $82,637-46.7% |
| Participation rate | 63.0% | 66.5%-3.6pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 17.34% | 32.56%-15.2pp | 66.36%-49.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $501 | $2,622-80.9% | $4,175-88.0% | $2,552-80.4% |
| Participant deferral / active EE | $3,198 | $3,206-0.2% | $5,451-41.3% | $4,126-22.5% |
| Admin fee / account holder | $2,736 | $6,405-57.3% | $14,497-81.1% | $7,339-62.7% |