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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 | $45,133 | $93,598-51.8% | $135,974-66.8% | $75,173-40.0% |
| Participation rate | 43.2% | 75.2%-32.0pp | 81.9%-38.7pp | 67.2%-24.0pp |
| Annual return | 19.80% | 30.89%-11.1pp | 68.30%-48.5pp | 160.72%-140.9pp |
| Employer contribution / active EE | $2,003 | $3,538-43.4% | $4,859-58.8% | $2,671-25.0% |
| Participant deferral / active EE | $3,775 | $6,405-41.1% | $7,760-51.3% | $4,126-8.5% |
| Admin fee / account holder | $1,413 | $6,978-79.8% | $10,767-86.9% | $5,651-75.0% |