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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 | $44,498 | $107,733-58.7% | $92,985-52.1% | $154,746-71.2% |
| Participation rate | 54.5% | 74.6%-20.0pp | 69.5%-14.9pp | 80.7%-26.2pp |
| Annual return | 17.74% | 30.39%-12.7pp | 27.99%-10.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $835 | $3,126-73.3% | $2,662-68.6% | $4,379-80.9% |
| Participant deferral / active EE | $1,578 | $5,053-68.8% | $4,377-63.9% | $6,730-76.5% |
| Admin fee / account holder | $1,969 | $11,369-82.7% | $9,463-79.2% | $14,365-86.3% |