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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 | $44,355 | $93,598-52.6% | $135,974-67.4% | $75,173-41.0% |
| Participation rate | 45.7% | 75.2%-29.5pp | 81.9%-36.2pp | 67.2%-21.5pp |
| Annual return | 15.85% | 30.89%-15.0pp | 68.30%-52.5pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,697 | $3,538-52.0% | $4,859-65.1% | $2,671-36.5% |
| Participant deferral / active EE | $2,679 | $6,405-58.2% | $7,760-65.5% | $4,126-35.1% |
| Admin fee / account holder | $815 | $6,978-88.3% | $10,767-92.4% | $5,651-85.6% |