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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 | $44,018 | $114,013-61.4% | $103,693-57.5% | $155,188-71.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 12.87% | 49.31%-36.4pp | 47.61%-34.7pp | 148.84%-136.0pp |
| Employer contribution / active EE | $1,383 | $3,131-55.8% | $2,920-52.6% | $4,248-67.4% |
| Participant deferral / active EE | $2,758 | $4,970-44.5% | $4,579-39.8% | $6,531-57.8% |
| Admin fee / account holder | $683 | $8,407-91.9% | $7,858-91.3% | $14,480-95.3% |