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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 | $44,816 | $101,618-55.9% | $93,063-51.8% | $137,256-67.3% |
| Participation rate | 44.4% | 74.9%-30.5pp | 72.1%-27.7pp | 80.0%-35.5pp |
| Annual return | 17.38% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,089 | $2,707-59.8% | $2,476-56.0% | $4,156-73.8% |
| Participant deferral / active EE | $4,281 | $4,2790% | $3,958+8.2% | $6,407-33.2% |
| Admin fee / account holder | $2,589 | $6,198-58.2% | $6,033-57.1% | $12,270-78.9% |