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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 | $44,529 | $81,233-45.2% | $155,567-71.4% | $80,874-44.9% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.5pp | 67.6%-22.9pp |
| Annual return | 17.82% | 33.33%-15.5pp | 64.74%-46.9pp | 35.62%-17.8pp |
| Employer contribution / active EE | $701 | $3,101-77.4% | $4,674-85.0% | $2,756-74.6% |
| Participant deferral / active EE | $2,457 | $3,452-28.8% | $5,628-56.3% | $4,297-42.8% |
| Admin fee / account holder | $5,471 | $7,998-31.6% | $15,916-65.6% | $6,935-21.1% |