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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 | $45,229 | $76,367-40.8% | $93,614-51.7% | $72,983-38.0% |
| Participation rate | 56.4% | 71.7%-15.3pp | 75.8%-19.4pp | 69.5%-13.1pp |
| Annual return | 19.07% | 25.82%-6.7pp | 32.76%-13.7pp | 81.01%-61.9pp |
| Employer contribution / active EE | $595 | $2,275-73.8% | $2,718-78.1% | $2,440-75.6% |
| Participant deferral / active EE | $1,623 | $3,538-54.1% | $4,069-60.1% | $3,608-55.0% |
| Admin fee / account holder | $19,692 | $6,838+188.0% | $7,889+149.6% | $5,124+284.3% |