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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 | $43,737 | $76,367-42.7% | $93,614-53.3% | $72,983-40.1% |
| Participation rate | 44.4% | 71.7%-27.3pp | 75.8%-31.4pp | 69.5%-25.0pp |
| Annual return | 20.33% | 25.82%-5.5pp | 32.76%-12.4pp | 81.01%-60.7pp |
| Employer contribution / active EE | $545 | $2,275-76.0% | $2,718-80.0% | $2,440-77.7% |
| Participant deferral / active EE | $1,540 | $3,538-56.5% | $4,069-62.1% | $3,608-57.3% |
| Admin fee / account holder | $609 | $6,838-91.1% | $7,889-92.3% | $5,124-88.1% |