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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 | $46,721 | $87,166-46.4% | $76,735-39.1% | $137,256-66.0% |
| Participation rate | 40.9% | 74.4%-33.4pp | 69.5%-28.6pp | 80.0%-39.1pp |
| Annual return | 16.91% | 26.50%-9.6pp | 29.77%-12.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $807 | $2,904-72.2% | $2,454-67.1% | $4,156-80.6% |
| Participant deferral / active EE | $1,983 | $4,726-58.0% | $4,088-51.5% | $6,407-69.1% |
| Admin fee / account holder | $2,695 | $8,403-67.9% | $7,189-62.5% | $12,270-78.0% |