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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 | $43,423 | $114,712-62.1% | $173,730-75.0% | $87,485-50.4% |
| Participation rate | 44.1% | 73.0%-28.9pp | 79.6%-35.5pp | 68.9%-24.9pp |
| Annual return | 19.61% | 20.18%-0.6pp | 19.96%-0.4pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,109 | $2,904-61.8% | $4,577-75.8% | $2,596-57.3% |
| Participant deferral / active EE | $2,247 | $4,642-51.6% | $6,326-64.5% | $4,274-47.4% |
| Admin fee / account holder | $6,028 | $10,210-41.0% | $17,523-65.6% | $7,775-22.5% |