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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 | $46,028 | $174,379-73.6% | $152,093-69.7% | $138,895-66.9% |
| Participation rate | 30.0% | 81.6%-51.6pp | 77.8%-47.8pp | 79.9%-49.9pp |
| Annual return | 21.42% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $977 | $4,652-79.0% | $4,175-76.6% | $4,194-76.7% |
| Participant deferral / active EE | $2,304 | $6,159-62.6% | $5,451-57.7% | $6,396-64.0% |
| Admin fee / account holder | $2,884 | $16,880-82.9% | $14,497-80.1% | $12,562-77.0% |