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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 | $49,790 | $62,672-20.6% | $185,117-73.1% | $70,126-29.0% |
| Participation rate | 40.3% | 63.8%-23.5pp | 77.3%-37.0pp | 69.5%-29.3pp |
| Annual return | 17.62% | 40.79%-23.2pp | 40.50%-22.9pp | 73.15%-55.5pp |
| Employer contribution / active EE | $866 | $1,753-50.6% | $4,182-79.3% | $2,343-63.0% |
| Participant deferral / active EE | $1,932 | $3,272-40.9% | $5,045-61.7% | $3,332-42.0% |
| Admin fee / account holder | $2,867 | $3,932-27.1% | $8,159-64.9% | $4,645-38.3% |