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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 | $45,138 | $94,436-52.2% | $115,599-61.0% | $82,637-45.4% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.3%-18.7pp | 68.1%-12.5pp |
| Annual return | 17.52% | 18.37%-0.9pp | 111.10%-93.6pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,182 | $2,324-49.1% | $2,955-60.0% | $2,552-53.7% |
| Participant deferral / active EE | $3,380 | $3,955-14.5% | $4,889-30.9% | $4,126-18.1% |
| Admin fee / account holder | $467 | $10,328-95.5% | $12,841-96.4% | $7,339-93.6% |