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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 | $44,564 | $46,688-4.5% | $189,758-76.5% | $69,733-36.1% |
| Participation rate | 33.1% | 61.7%-28.6pp | 79.8%-46.7pp | 62.5%-29.4pp |
| Annual return | 11.16% | 14.35%-3.2pp | 52.62%-41.5pp | 15.22%-4.1pp |
| Employer contribution / active EE | $808 | $1,695-52.3% | $4,767-83.0% | $2,250-64.1% |
| Participant deferral / active EE | $1,258 | $2,143-41.3% | $5,856-78.5% | $3,054-58.8% |
| Admin fee / account holder | $888 | $1,700-47.8% | $20,388-95.6% | $3,102-71.4% |