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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 | $44,128 | $76,371-42.2% | $93,621-52.9% | $72,975-39.5% |
| Participation rate | 55.6% | 71.8%-16.2pp | 75.8%-20.3pp | 69.5%-13.9pp |
| Annual return | 19.81% | 25.82%-6.0pp | 32.76%-12.9pp | 81.01%-61.2pp |
| Employer contribution / active EE | $693 | $2,276-69.6% | $2,719-74.5% | $2,440-71.6% |
| Participant deferral / active EE | $1,385 | $3,538-60.9% | $4,070-66.0% | $3,608-61.6% |
| Admin fee / account holder | $461 | $6,839-93.3% | $7,890-94.2% | $5,124-91.0% |