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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 | $45,119 | $46,877-3.8% | $122,354-63.1% | $70,126-35.7% |
| Participation rate | 30.1% | 58.2%-28.1pp | 71.6%-41.5pp | 69.5%-39.4pp |
| Annual return | 16.30% | 24.22%-7.9pp | 30.28%-14.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $410 | $1,288-68.2% | $4,051-89.9% | $2,343-82.5% |
| Participant deferral / active EE | $1,278 | $2,167-41.0% | $3,287-61.1% | $3,332-61.6% |
| Admin fee / account holder | $821 | $3,324-75.3% | $5,479-85.0% | $4,645-82.3% |