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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 | $42,819 | $124,980-65.7% | $108,359-60.5% | $154,746-72.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 18.94% | 45.00%-26.1pp | 36.89%-17.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $862 | $2,851-69.8% | $2,399-64.1% | $4,379-80.3% |
| Participant deferral / active EE | $1,629 | $4,743-65.6% | $4,137-60.6% | $6,730-75.8% |
| Admin fee / account holder | $4,905 | $11,502-57.4% | $9,741-49.6% | $14,365-65.9% |