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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 | $44,530 | $110,212-59.6% | $96,534-53.9% | $139,466-68.1% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 22.30% | 26.42%-4.1pp | 25.88%-3.6pp | 373.66%-351.4pp |
| Employer contribution / active EE | $1,024 | $3,620-71.7% | $2,965-65.5% | $4,754-78.5% |
| Participant deferral / active EE | $2,692 | $5,547-51.5% | $4,851-44.5% | $6,712-59.9% |
| Admin fee / account holder | $3,728 | $11,599-67.9% | $8,253-54.8% | $11,409-67.3% |