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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 | $44,496 | $106,864-58.4% | $147,318-69.8% | $82,637-46.2% |
| Participation rate | 60.8% | 75.5%-14.7pp | 82.1%-21.3pp | 68.1%-7.3pp |
| Annual return | 21.00% | 27.49%-6.5pp | 70.43%-49.4pp | 53.51%-32.5pp |
| Employer contribution / active EE | $1,239 | $3,417-63.7% | $4,593-73.0% | $2,552-51.4% |
| Participant deferral / active EE | $2,975 | $6,496-54.2% | $7,906-62.4% | $4,126-27.9% |
| Admin fee / account holder | $2,165 | $8,415-74.3% | $13,708-84.2% | $7,339-70.5% |