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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 | $124,980-65.9% | $108,359-60.7% | $154,746-72.5% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 16.09% | 45.00%-28.9pp | 36.89%-20.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,734 | $2,851-39.2% | $2,399-27.7% | $4,379-60.4% |
| Participant deferral / active EE | $2,969 | $4,743-37.4% | $4,137-28.2% | $6,730-55.9% |
| Admin fee / account holder | $302 | $11,502-97.4% | $9,741-96.9% | $14,365-97.9% |