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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 | $56,570 | $65,361-13.5% | $92,903-39.1% | $72,983-22.5% |
| Participation rate | 33.3% | 68.3%-35.0pp | 76.0%-42.7pp | 69.5%-36.2pp |
| Annual return | 25.57% | 42.11%-16.5pp | 109.43%-83.9pp | 81.01%-55.4pp |
| Employer contribution / active EE | $738 | $2,594-71.6% | $3,653-79.8% | $2,440-69.8% |
| Participant deferral / active EE | $1,694 | $3,128-45.8% | $4,238-60.0% | $3,608-53.0% |
| Admin fee / account holder | $2,558 | $4,251-39.8% | $5,795-55.9% | $5,124-50.1% |