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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 | $46,401 | $112,729-58.8% | $98,716-53.0% | $137,256-66.2% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.3%-27.6pp | 80.0%-38.3pp |
| Annual return | 11.35% | 38.48%-27.1pp | 31.81%-20.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $529 | $2,725-80.6% | $2,279-76.8% | $4,156-87.3% |
| Participant deferral / active EE | $1,415 | $4,640-69.5% | $4,048-65.0% | $6,407-77.9% |
| Admin fee / account holder | $2,101 | $10,129-79.3% | $8,703-75.9% | $12,270-82.9% |