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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 | $42,593 | $77,814-45.3% | $158,223-73.1% | $86,983-51.0% |
| Participation rate | 45.7% | 68.4%-22.8pp | 79.2%-33.5pp | 69.5%-23.9pp |
| Annual return | 19.69% | 30.54%-10.8pp | 52.09%-32.4pp | 25.83%-6.1pp |
| Employer contribution / active EE | $858 | $2,592-66.9% | $4,109-79.1% | $2,584-66.8% |
| Participant deferral / active EE | $1,873 | $3,270-42.7% | $5,467-65.7% | $4,194-55.4% |
| Admin fee / account holder | $1,543 | $5,879-73.8% | $16,047-90.4% | $7,856-80.4% |