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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 | $81,262-44.1% | $155,602-70.8% | $80,911-43.9% |
| Participation rate | 23.0% | 66.2%-43.3pp | 78.2%-55.2pp | 67.6%-44.7pp |
| Annual return | 13.30% | 33.34%-20.0pp | 64.81%-51.5pp | 35.63%-22.3pp |
| Employer contribution / active EE | $454 | $3,102-85.4% | $4,675-90.3% | $2,756-83.5% |
| Participant deferral / active EE | $1,641 | $3,451-52.5% | $5,629-70.8% | $4,297-61.8% |
| Admin fee / account holder | $4,055 | $7,992-49.3% | $15,923-74.5% | $6,935-41.5% |