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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 | $43,560 | $115,225-62.2% | $100,712-56.7% | $138,895-68.6% |
| Participation rate | 39.1% | 74.3%-35.2pp | 69.3%-30.1pp | 79.9%-40.8pp |
| Annual return | 13.61% | 40.35%-26.7pp | 33.27%-19.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $836 | $2,771-69.8% | $2,313-63.8% | $4,194-80.1% |
| Participant deferral / active EE | $2,299 | $4,699-51.1% | $4,085-43.7% | $6,396-64.1% |
| Admin fee / account holder | $4,020 | $10,844-62.9% | $9,256-56.6% | $12,562-68.0% |