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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 | $46,283 | $81,358-43.1% | $155,556-70.2% | $80,959-42.8% |
| Participation rate | 37.2% | 66.3%-29.1pp | 78.2%-41.0pp | 67.7%-30.5pp |
| Annual return | 24.08% | 33.39%-9.3pp | 64.84%-40.8pp | 35.67%-11.6pp |
| Employer contribution / active EE | $839 | $3,106-73.0% | $4,675-82.0% | $2,757-69.6% |
| Participant deferral / active EE | $2,342 | $3,455-32.2% | $5,631-58.4% | $4,300-45.5% |
| Admin fee / account holder | $935 | $7,994-88.3% | $15,885-94.1% | $6,925-86.5% |