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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 | $44,407 | $93,598-52.6% | $135,974-67.3% | $75,173-40.9% |
| Participation rate | 46.1% | 75.2%-29.1pp | 81.9%-35.9pp | 67.2%-21.2pp |
| Annual return | 18.37% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,602 | $3,538-54.7% | $4,859-67.0% | $2,671-40.0% |
| Participant deferral / active EE | $2,801 | $6,405-56.3% | $7,760-63.9% | $4,126-32.1% |
| Admin fee / account holder | $571 | $6,978-91.8% | $10,767-94.7% | $5,651-89.9% |