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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 | $46,006 | $101,618-54.7% | $93,063-50.6% | $137,256-66.5% |
| Participation rate | 58.3% | 74.9%-16.6pp | 72.1%-13.8pp | 80.0%-21.6pp |
| Annual return | 19.01% | 223.95%-204.9pp | 34.15%-15.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $784 | $2,707-71.1% | $2,476-68.4% | $4,156-81.1% |
| Participant deferral / active EE | $3,133 | $4,279-26.8% | $3,958-20.9% | $6,407-51.1% |
| Admin fee / account holder | $906 | $6,198-85.4% | $6,033-85.0% | $12,270-92.6% |