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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 | $42,081 | $124,980-66.3% | $108,359-61.2% | $154,746-72.8% |
| Participation rate | 53.8% | 75.2%-21.3pp | 70.1%-16.3pp | 80.7%-26.9pp |
| Annual return | 18.98% | 45.00%-26.0pp | 36.89%-17.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $620 | $2,851-78.2% | $2,399-74.1% | $4,379-85.8% |
| Participant deferral / active EE | $3,509 | $4,743-26.0% | $4,137-15.2% | $6,730-47.9% |
| Admin fee / account holder | $482 | $11,502-95.8% | $9,741-95.1% | $14,365-96.6% |