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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 | $44,855 | $111,814-59.9% | $103,378-56.6% | $145,978-69.3% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 16.19% | 24.80%-8.6pp | 24.91%-8.7pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,829 | $4,215-56.6% | $3,870-52.7% | $4,662-60.8% |
| Participant deferral / active EE | $2,560 | $5,618-54.4% | $5,058-49.4% | $6,690-61.7% |
| Admin fee / account holder | $534 | $9,764-94.5% | $8,401-93.6% | $13,400-96.0% |