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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 | $45,130 | $96,731-53.3% | $123,973-63.6% | $86,983-48.1% |
| Participation rate | 42.5% | 70.0%-27.6pp | 76.7%-34.2pp | 69.5%-27.1pp |
| Annual return | 16.37% | 17.33%-1.0pp | 388.13%-371.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $973 | $3,297-70.5% | $4,126-76.4% | $2,584-62.4% |
| Participant deferral / active EE | $3,423 | $4,152-17.6% | $5,247-34.8% | $4,194-18.4% |
| Admin fee / account holder | $5,876 | $8,722-32.6% | $11,799-50.2% | $7,856-25.2% |