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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 | $45,641 | $52,279-12.7% | $89,435-49.0% | $79,856-42.8% |
| Participation rate | 28.2% | 57.5%-29.3pp | 68.0%-39.8pp | 69.6%-41.4pp |
| Annual return | 20.80% | 22.16%-1.4pp | 245.55%-224.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $655 | $1,572-58.3% | $2,587-74.7% | $2,471-73.5% |
| Participant deferral / active EE | $1,141 | $2,740-58.4% | $3,890-70.7% | $3,741-69.5% |
| Admin fee / account holder | $1,997 | $3,356-40.5% | $4,884-59.1% | $5,306-62.4% |