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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 | $57,543 | $136,860-58.0% | $120,344-52.2% | $154,746-62.8% |
| Participation rate | 46.2% | 79.9%-33.7pp | 76.7%-30.6pp | 80.7%-34.5pp |
| Annual return | 16.27% | 21.38%-5.1pp | 20.30%-4.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $979 | $3,533-72.3% | $3,020-67.6% | $4,379-77.6% |
| Participant deferral / active EE | $2,537 | $5,793-56.2% | $5,135-50.6% | $6,730-62.3% |
| Admin fee / account holder | $438 | $15,393-97.2% | $12,742-96.6% | $14,365-96.9% |