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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 | $43,745 | $112,729-61.2% | $98,716-55.7% | $137,256-68.1% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.3%-25.5pp | 80.0%-36.2pp |
| Annual return | 21.55% | 38.48%-16.9pp | 31.81%-10.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,061 | $2,725-61.1% | $2,279-53.5% | $4,156-74.5% |
| Participant deferral / active EE | $2,106 | $4,640-54.6% | $4,048-48.0% | $6,407-67.1% |
| Admin fee / account holder | $1,888 | $10,129-81.4% | $8,703-78.3% | $12,270-84.6% |