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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 | $43,143 | $106,864-59.6% | $147,318-70.7% | $82,637-47.8% |
| Participation rate | 45.5% | 75.5%-30.1pp | 82.1%-36.6pp | 68.1%-22.6pp |
| Annual return | 17.62% | 27.49%-9.9pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,734 | $3,417-49.2% | $4,593-62.2% | $2,552-32.1% |
| Participant deferral / active EE | $2,676 | $6,496-58.8% | $7,906-66.2% | $4,126-35.2% |
| Admin fee / account holder | $2,718 | $8,415-67.7% | $13,708-80.2% | $7,339-63.0% |