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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 | $42,627 | $103,164-58.7% | $90,259-52.8% | $154,746-72.5% |
| Participation rate | 30.0% | 76.1%-46.1pp | 70.7%-40.7pp | 80.7%-50.7pp |
| Annual return | 19.16% | 19.25%-0.1pp | 18.88%+0.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $425 | $2,532-83.2% | $2,291-81.5% | $4,379-90.3% |
| Participant deferral / active EE | $980 | $4,422-77.8% | $3,827-74.4% | $6,730-85.4% |
| Admin fee / account holder | $677 | $8,593-92.1% | $7,267-90.7% | $14,365-95.3% |