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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 | $44,538 | $110,410-59.7% | $102,437-56.5% | $145,897-69.5% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.5%-36.4pp | 80.3%-42.2pp |
| Annual return | 23.98% | 24.85%-0.9pp | 24.95%-1.0pp | 552.29%-528.3pp |
| Employer contribution / active EE | $1,406 | $4,217-66.7% | $3,871-63.7% | $4,663-69.9% |
| Participant deferral / active EE | $2,784 | $5,622-50.5% | $5,060-45.0% | $6,689-58.4% |
| Admin fee / account holder | $8,385 | $9,745-14.0% | $8,3880% | $13,390-37.4% |