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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 | $45,009 | $75,541-40.4% | $152,093-70.4% | $82,637-45.5% |
| Participation rate | 39.3% | 66.5%-27.3pp | 77.8%-38.5pp | 68.1%-28.8pp |
| Annual return | 18.18% | 32.56%-14.4pp | 66.36%-48.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $806 | $2,622-69.3% | $4,175-80.7% | $2,552-68.4% |
| Participant deferral / active EE | $1,561 | $3,206-51.3% | $5,451-71.4% | $4,126-62.2% |
| Admin fee / account holder | $1,365 | $6,405-78.7% | $14,497-90.6% | $7,339-81.4% |