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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 | $45,924 | $101,795-54.9% | $165,100-72.2% | $80,959-43.3% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.7%-27.7pp |
| Annual return | 12.46% | 16.73%-4.3pp | 70.21%-57.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $864 | $2,954-70.8% | $4,348-80.1% | $2,757-68.7% |
| Participant deferral / active EE | $3,110 | $4,476-30.5% | $6,035-48.5% | $4,300-27.7% |
| Admin fee / account holder | $3,063 | $8,221-62.7% | $12,696-75.9% | $6,925-55.8% |