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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 | $45,395 | $81,331-44.2% | $155,534-70.8% | $80,935-43.9% |
| Participation rate | 23.0% | 66.3%-43.3pp | 78.2%-55.2pp | 67.7%-44.7pp |
| Annual return | 13.30% | 33.37%-20.1pp | 64.92%-51.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $454 | $3,105-85.4% | $4,675-90.3% | $2,757-83.5% |
| Participant deferral / active EE | $1,641 | $3,454-52.5% | $5,630-70.9% | $4,299-61.8% |
| Admin fee / account holder | $4,055 | $7,999-49.3% | $15,900-74.5% | $6,924-41.4% |