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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 | $43,223 | $75,058-42.4% | $152,301-71.6% | $64,340-32.8% |
| Participation rate | 34.0% | 60.9%-26.9pp | 82.4%-48.5pp | 55.2%-21.3pp |
| Annual return | 15.78% | 29.93%-14.1pp | 80.50%-64.7pp | 24.14%-8.4pp |
| Employer contribution / active EE | $561 | $2,605-78.5% | $4,624-87.9% | $1,862-69.9% |
| Participant deferral / active EE | $1,803 | $5,041-64.2% | $8,004-77.5% | $2,980-39.5% |
| Admin fee / account holder | $1,381 | $4,050-65.9% | $14,398-90.4% | $3,703-62.7% |