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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 | $88,672-49.1% | $105,223-57.1% | $82,448-45.3% |
| Participation rate | 42.5% | 67.9%-25.5pp | 75.0%-32.6pp | 68.1%-25.6pp |
| Annual return | 16.37% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $973 | $3,048-68.1% | $3,689-73.6% | $2,551-61.9% |
| Participant deferral / active EE | $3,423 | $4,036-15.2% | $5,072-32.5% | $4,139-17.3% |
| Admin fee / account holder | $5,876 | $7,146-17.8% | $8,859-33.7% | $7,234-18.8% |