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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 | $44,610 | $215,361-79.3% | $171,082-73.9% | $273,972-83.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 76.7%-14.2pp | 83.0%-20.5pp |
| Annual return | 5.57% | 25.14%-19.6pp | 32.56%-27.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $584 | $4,967-88.2% | $4,002-85.4% | $4,869-88.0% |
| Participant deferral / active EE | $2,901 | $5,543-47.7% | $4,797-39.5% | $5,287-45.1% |
| Admin fee / account holder | $6,835 | $10,846-37.0% | $8,520-19.8% | $10,133-32.5% |