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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 | $46,709 | $75,541-38.2% | $152,093-69.3% | $82,637-43.5% |
| Participation rate | 22.5% | 66.5%-44.0pp | 77.8%-55.3pp | 68.1%-45.6pp |
| Annual return | 20.91% | 32.56%-11.6pp | 66.36%-45.4pp | 53.51%-32.6pp |
| Employer contribution / active EE | $420 | $2,622-84.0% | $4,175-89.9% | $2,552-83.5% |
| Participant deferral / active EE | $904 | $3,206-71.8% | $5,451-83.4% | $4,126-78.1% |
| Admin fee / account holder | $1,247 | $6,405-80.5% | $14,497-91.4% | $7,339-83.0% |