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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 | $45,845 | $58,057-21.0% | $97,032-52.8% | $86,983-47.3% |
| Participation rate | 33.9% | 60.4%-26.5pp | 71.6%-37.7pp | 69.5%-35.7pp |
| Annual return | 15.21% | 22.26%-7.0pp | 35.38%-20.2pp | 25.83%-10.6pp |
| Employer contribution / active EE | $238 | $1,663-85.7% | $2,629-91.0% | $2,584-90.8% |
| Participant deferral / active EE | $1,318 | $3,244-59.4% | $4,672-71.8% | $4,194-68.6% |
| Admin fee / account holder | $4,022 | $4,839-16.9% | $9,418-57.3% | $7,856-48.8% |