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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 | $43,656 | $112,729-61.3% | $98,716-55.8% | $137,256-68.2% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.3%-12.8pp | 80.0%-23.4pp |
| Annual return | 15.23% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $477 | $2,725-82.5% | $2,279-79.0% | $4,156-88.5% |
| Participant deferral / active EE | $2,043 | $4,640-56.0% | $4,048-49.5% | $6,407-68.1% |
| Admin fee / account holder | $553 | $10,129-94.5% | $8,703-93.6% | $12,270-95.5% |