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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 | $65,311 | $107,666-39.3% | $102,184-36.1% | $154,746-57.8% |
| Participation rate | 43.5% | 83.7%-40.2pp | 82.6%-39.1pp | 80.7%-37.2pp |
| Annual return | 12.07% | 29.33%-17.3pp | 31.58%-19.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $577 | $3,846-85.0% | $3,594-83.9% | $4,379-86.8% |
| Participant deferral / active EE | $3,942 | $8,719-54.8% | $8,309-52.6% | $6,730-41.4% |
| Admin fee / account holder | $2,757 | $12,943-78.7% | $11,609-76.2% | $14,365-80.8% |