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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 | $43,216 | $106,864-59.6% | $147,318-70.7% | $82,637-47.7% |
| Participation rate | 57.4% | 75.5%-18.1pp | 82.1%-24.6pp | 68.1%-10.6pp |
| Annual return | 18.45% | 27.49%-9.0pp | 70.43%-52.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $710 | $3,417-79.2% | $4,593-84.5% | $2,552-72.2% |
| Participant deferral / active EE | $3,814 | $6,496-41.3% | $7,906-51.8% | $4,126-7.6% |
| Admin fee / account holder | $3,499 | $8,415-58.4% | $13,708-74.5% | $7,339-52.3% |