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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 | $45,122 | $110,137-59.0% | $161,149-72.0% | $82,637-45.4% |
| Participation rate | 56.1% | 72.4%-16.3pp | 78.8%-22.7pp | 68.1%-12.0pp |
| Annual return | 20.36% | 20.69%-0.3pp | 21.16%-0.8pp | 53.51%-33.1pp |
| Employer contribution / active EE | $985 | $2,856-65.5% | $4,360-77.4% | $2,552-61.4% |
| Participant deferral / active EE | $3,448 | $4,575-24.6% | $6,153-44.0% | $4,126-16.4% |
| Admin fee / account holder | $2,292 | $9,467-75.8% | $15,194-84.9% | $7,339-68.8% |