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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 | $49,085 | $124,980-60.7% | $108,359-54.7% | $154,746-68.3% |
| Participation rate | 41.7% | 75.2%-33.5pp | 70.1%-28.5pp | 80.7%-39.0pp |
| Annual return | 26.29% | 45.00%-18.7pp | 36.89%-10.6pp | 172.34%-146.0pp |
| Employer contribution / active EE | $843 | $2,851-70.4% | $2,399-64.9% | $4,379-80.7% |
| Participant deferral / active EE | $3,545 | $4,743-25.3% | $4,137-14.3% | $6,730-47.3% |
| Admin fee / account holder | $1,441 | $11,502-87.5% | $9,741-85.2% | $14,365-90.0% |