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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 | $44,612 | $112,729-60.4% | $98,716-54.8% | $137,256-67.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 18.41% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $787 | $2,725-71.1% | $2,279-65.4% | $4,156-81.1% |
| Participant deferral / active EE | $3,270 | $4,640-29.5% | $4,048-19.2% | $6,407-49.0% |
| Admin fee / account holder | $329 | $10,129-96.7% | $8,703-96.2% | $12,270-97.3% |