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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 | $43,775 | $93,617-53.2% | $135,982-67.8% | $75,177-41.8% |
| Participation rate | 43.8% | 75.2%-31.5pp | 81.9%-38.2pp | 67.2%-23.5pp |
| Annual return | 20.06% | 30.89%-10.8pp | 68.32%-48.3pp | 160.75%-140.7pp |
| Employer contribution / active EE | $1,299 | $3,538-63.3% | $4,859-73.3% | $2,671-51.4% |
| Participant deferral / active EE | $3,572 | $6,406-44.2% | $7,760-54.0% | $4,126-13.4% |
| Admin fee / account holder | $2,401 | $6,980-65.6% | $10,767-77.7% | $5,651-57.5% |