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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 | $40,003 | $75,541-47.0% | $152,093-73.7% | $82,637-51.6% |
| Participation rate | 57.3% | 66.5%-9.2pp | 77.8%-20.4pp | 68.1%-10.7pp |
| Annual return | 15.19% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $717 | $2,622-72.6% | $4,175-82.8% | $2,552-71.9% |
| Participant deferral / active EE | $1,181 | $3,206-63.2% | $5,451-78.3% | $4,126-71.4% |
| Admin fee / account holder | $3,824 | $6,405-40.3% | $14,497-73.6% | $7,339-47.9% |