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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 | $46,198 | $49,239-6.2% | $70,462-34.4% | $79,858-42.1% |
| Participation rate | 40.0% | 69.2%-29.2pp | 75.1%-35.1pp | 69.6%-29.6pp |
| Annual return | 15.26% | 30.08%-14.8pp | 109.08%-93.8pp | 31.72%-16.5pp |
| Employer contribution / active EE | $560 | $2,100-73.3% | $2,737-79.5% | $2,471-77.3% |
| Participant deferral / active EE | $2,062 | $2,769-25.5% | $3,710-44.4% | $3,740-44.9% |
| Admin fee / account holder | $1,735 | $2,876-39.7% | $3,845-54.9% | $5,306-67.3% |