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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 | $45,537 | $81,358-44.0% | $155,556-70.7% | $80,959-43.8% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 12.49% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $648 | $3,106-79.1% | $4,675-86.1% | $2,757-76.5% |
| Participant deferral / active EE | $2,136 | $3,455-38.2% | $5,631-62.1% | $4,300-50.3% |
| Admin fee / account holder | $3,720 | $7,994-53.5% | $15,885-76.6% | $6,925-46.3% |