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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 | $45,356 | $157,829-71.3% | $136,867-66.9% | $198,609-77.2% |
| Participation rate | 45.5% | 77.2%-31.7pp | 74.5%-29.1pp | 82.4%-36.9pp |
| Annual return | 19.83% | 51.25%-31.4pp | 42.97%-23.1pp | 202.70%-182.9pp |
| Employer contribution / active EE | $1,343 | $3,923-65.8% | $3,547-62.1% | $5,055-73.4% |
| Participant deferral / active EE | $2,736 | $5,463-49.9% | $4,924-44.4% | $6,977-60.8% |
| Admin fee / account holder | $2,698 | $11,107-75.7% | $10,340-73.9% | $19,030-85.8% |