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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 | $62,280 | $111,814-44.3% | $103,378-39.8% | $145,978-57.3% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 17.18% | 24.80%-7.6pp | 24.91%-7.7pp | 550.52%-533.3pp |
| Employer contribution / active EE | $978 | $4,215-76.8% | $3,870-74.7% | $4,662-79.0% |
| Participant deferral / active EE | $2,852 | $5,618-49.2% | $5,058-43.6% | $6,690-57.4% |
| Admin fee / account holder | $1,330 | $9,764-86.4% | $8,401-84.2% | $13,400-90.1% |