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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 | $43,382 | $93,589-53.6% | $135,942-68.1% | $75,181-42.3% |
| Participation rate | 57.9% | 75.2%-17.3pp | 81.9%-24.0pp | 67.2%-9.3pp |
| Annual return | 18.69% | 30.90%-12.2pp | 68.28%-49.6pp | 160.69%-142.0pp |
| Employer contribution / active EE | $1,367 | $3,537-61.4% | $4,858-71.9% | $2,671-48.8% |
| Participant deferral / active EE | $3,468 | $6,405-45.9% | $7,759-55.3% | $4,126-15.9% |
| Admin fee / account holder | $3,010 | $6,977-56.9% | $10,764-72.0% | $5,650-46.7% |