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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 | $47,239 | $112,729-58.1% | $98,716-52.1% | $137,256-65.6% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.3%-11.0pp | 80.0%-21.6pp |
| Annual return | 21.08% | 38.48%-17.4pp | 31.81%-10.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,140 | $2,725-58.2% | $2,279-50.0% | $4,156-72.6% |
| Participant deferral / active EE | $2,021 | $4,640-56.4% | $4,048-50.1% | $6,407-68.5% |
| Admin fee / account holder | $1,355 | $10,129-86.6% | $8,703-84.4% | $12,270-89.0% |