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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 | $45,622 | $76,407-40.3% | $150,298-69.6% | $82,448-44.7% |
| Participation rate | 59.1% | 66.4%-7.3pp | 77.8%-18.7pp | 68.1%-9.0pp |
| Annual return | 13.62% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $698 | $2,614-73.3% | $4,154-83.2% | $2,551-72.6% |
| Participant deferral / active EE | $1,738 | $3,214-45.9% | $5,453-68.1% | $4,139-58.0% |
| Admin fee / account holder | $2,163 | $6,352-65.9% | $14,116-84.7% | $7,234-70.1% |