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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 | $42,391 | $101,618-58.3% | $93,063-54.4% | $137,256-69.1% |
| Participation rate | 36.4% | 74.9%-38.6pp | 72.1%-35.8pp | 80.0%-43.6pp |
| Annual return | 17.32% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $859 | $2,707-68.3% | $2,476-65.3% | $4,156-79.3% |
| Participant deferral / active EE | $1,755 | $4,279-59.0% | $3,958-55.7% | $6,407-72.6% |
| Admin fee / account holder | $3,174 | $6,198-48.8% | $6,033-47.4% | $12,270-74.1% |