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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 | $44,945 | $70,435-36.2% | $96,575-53.5% | $85,856-47.7% |
| Participation rate | 57.7% | 61.8%-4.1pp | 69.8%-12.1pp | 69.3%-11.6pp |
| Annual return | 14.37% | 18.59%-4.2pp | 37.79%-23.4pp | 318.58%-304.2pp |
| Employer contribution / active EE | $974 | $1,413-31.1% | $2,357-58.7% | $2,565-62.0% |
| Participant deferral / active EE | $2,670 | $2,894-7.7% | $3,849-30.6% | $3,952-32.4% |
| Admin fee / account holder | $1,231 | $4,997-75.4% | $6,182-80.1% | $6,261-80.3% |