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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 | $45,980 | $106,864-57.0% | $147,318-68.8% | $82,637-44.4% |
| Participation rate | 42.1% | 75.5%-33.4pp | 82.1%-40.0pp | 68.1%-25.9pp |
| Annual return | 17.46% | 27.49%-10.0pp | 70.43%-53.0pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,345 | $3,417-60.6% | $4,593-70.7% | $2,552-47.3% |
| Participant deferral / active EE | $2,915 | $6,496-55.1% | $7,906-63.1% | $4,126-29.3% |
| Admin fee / account holder | $825 | $8,415-90.2% | $13,708-94.0% | $7,339-88.8% |