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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 | $45,208 | $81,358-44.4% | $155,556-70.9% | $80,959-44.2% |
| Participation rate | 56.8% | 66.3%-9.5pp | 78.2%-21.5pp | 67.7%-10.9pp |
| Annual return | 14.20% | 33.39%-19.2pp | 64.84%-50.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $870 | $3,106-72.0% | $4,675-81.4% | $2,757-68.4% |
| Participant deferral / active EE | $3,068 | $3,455-11.2% | $5,631-45.5% | $4,300-28.6% |
| Admin fee / account holder | $1,496 | $7,994-81.3% | $15,885-90.6% | $6,925-78.4% |