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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 | $108,825-58.5% | $156,181-71.1% | $82,448-45.3% |
| Participation rate | 56.1% | 72.4%-16.3pp | 78.8%-22.7pp | 68.1%-12.0pp |
| Annual return | 20.36% | 20.59%-0.2pp | 64.87%-44.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $985 | $2,870-65.7% | $4,294-77.1% | $2,551-61.4% |
| Participant deferral / active EE | $3,448 | $4,577-24.7% | $6,132-43.8% | $4,139-16.7% |
| Admin fee / account holder | $2,292 | $9,341-75.5% | $14,586-84.3% | $7,234-68.3% |