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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 | $45,177 | $76,407-40.9% | $150,298-69.9% | $82,448-45.2% |
| Participation rate | 36.7% | 66.4%-29.7pp | 77.8%-41.1pp | 68.1%-31.4pp |
| Annual return | 15.66% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $480 | $2,614-81.7% | $4,154-88.5% | $2,551-81.2% |
| Participant deferral / active EE | $1,611 | $3,214-49.9% | $5,453-70.5% | $4,139-61.1% |
| Admin fee / account holder | $1,460 | $6,352-77.0% | $14,116-89.7% | $7,234-79.8% |