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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 | $44,870 | $76,551-41.4% | $123,894-63.8% | $62,881-28.6% |
| Participation rate | 61.3% | 73.0%-11.7pp | 81.4%-20.1pp | 69.3%-8.0pp |
| Annual return | 11.35% | 18.68%-7.3pp | 47.52%-36.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $728 | $2,882-74.8% | $4,617-84.2% | $2,281-68.1% |
| Participant deferral / active EE | $2,460 | $4,840-49.2% | $5,984-58.9% | $3,203-23.2% |
| Admin fee / account holder | $776 | $4,826-83.9% | $8,357-90.7% | $4,296-81.9% |