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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 | $45,910 | $85,060-46.0% | $70,548-34.9% | $139,456-67.1% |
| Participation rate | 52.6% | 73.9%-21.3pp | 68.3%-15.7pp | 80.3%-27.7pp |
| Annual return | 19.07% | 30.38%-11.3pp | 32.78%-13.7pp | 373.45%-354.4pp |
| Employer contribution / active EE | $642 | $3,911-83.6% | $2,975-78.4% | $4,753-86.5% |
| Participant deferral / active EE | $2,783 | $5,890-52.7% | $4,567-39.1% | $6,711-58.5% |
| Admin fee / account holder | $1,642 | $8,925-81.6% | $6,424-74.4% | $11,407-85.6% |