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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 | $45,201 | $91,037-50.3% | $71,671-36.9% | $147,586-69.4% |
| Participation rate | 41.7% | 76.1%-34.5pp | 68.7%-27.1pp | 82.8%-41.2pp |
| Annual return | 17.82% | 20.48%-2.7pp | 20.65%-2.8pp | 578.59%-560.8pp |
| Employer contribution / active EE | $992 | $3,327-70.2% | $2,460-59.7% | $4,876-79.7% |
| Participant deferral / active EE | $2,451 | $4,498-45.5% | $3,438-28.7% | $5,439-54.9% |
| Admin fee / account holder | $3,871 | $8,613-55.1% | $5,558-30.4% | $10,886-64.4% |