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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 | $42,630 | $46,877-9.1% | $122,342-65.2% | $70,131-39.2% |
| Participation rate | 27.5% | 58.2%-30.7pp | 71.6%-44.2pp | 69.5%-42.1pp |
| Annual return | 18.79% | 24.22%-5.4pp | 30.28%-11.5pp | 73.14%-54.3pp |
| Employer contribution / active EE | $697 | $1,288-45.9% | $4,051-82.8% | $2,342-70.3% |
| Participant deferral / active EE | $1,463 | $2,167-32.5% | $3,287-55.5% | $3,332-56.1% |
| Admin fee / account holder | $570 | $3,324-82.8% | $5,478-89.6% | $4,645-87.7% |