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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 | $42,560 | $112,729-62.2% | $98,716-56.9% | $137,256-69.0% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 16.09% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,734 | $2,725-36.4% | $2,279-23.9% | $4,156-58.3% |
| Participant deferral / active EE | $2,969 | $4,640-36.0% | $4,048-26.7% | $6,407-53.7% |
| Admin fee / account holder | $302 | $10,129-97.0% | $8,703-96.5% | $12,270-97.5% |