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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 | $46,898 | $72,269-35.1% | $101,271-53.7% | $79,852-41.3% |
| Participation rate | 29.7% | 68.5%-38.7pp | 75.8%-46.1pp | 69.6%-39.9pp |
| Annual return | 13.39% | 22.29%-8.9pp | 46.48%-33.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $754 | $2,692-72.0% | $3,660-79.4% | $2,471-69.5% |
| Participant deferral / active EE | $1,862 | $3,282-43.2% | $4,371-57.4% | $3,740-50.2% |
| Admin fee / account holder | $470 | $4,401-89.3% | $5,948-92.1% | $5,306-91.1% |