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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 | $45,240 | $151,427-70.1% | $112,860-59.9% | $154,746-70.8% |
| Participation rate | 15.0% | 69.1%-54.1pp | 66.3%-51.3pp | 80.7%-65.7pp |
| Annual return | 24.19% | 30.95%-6.8pp | 35.26%-11.1pp | 172.34%-148.1pp |
| Employer contribution / active EE | $624 | $2,750-77.3% | $2,206-71.7% | $4,379-85.8% |
| Participant deferral / active EE | $1,722 | $4,285-59.8% | $3,493-50.7% | $6,730-74.4% |
| Admin fee / account holder | $6,921 | $7,369-6.1% | $6,841+1.2% | $14,365-51.8% |