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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 | $54,994 | $80,985-32.1% | $96,576-43.1% | $75,181-26.9% |
| Participation rate | 43.9% | 71.8%-27.9pp | 76.0%-32.1pp | 67.2%-23.3pp |
| Annual return | 16.47% | 27.05%-10.6pp | 25.87%-9.4pp | 160.69%-144.2pp |
| Employer contribution / active EE | $964 | $2,282-57.8% | $2,965-67.5% | $2,671-63.9% |
| Participant deferral / active EE | $1,915 | $3,929-51.3% | $4,851-60.5% | $4,126-53.6% |
| Admin fee / account holder | $3,456 | $6,719-48.6% | $8,253-58.1% | $5,650-38.8% |