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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 | $116,167-61.1% | $64,489-29.8% | $137,256-67.0% |
| Participation rate | 15.0% | 68.2%-53.2pp | 67.7%-52.7pp | 80.0%-65.0pp |
| Annual return | 24.19% | 36.55%-12.4pp | 55.03%-30.8pp | 220.34%-196.2pp |
| Employer contribution / active EE | $624 | $2,483-74.9% | $1,523-59.0% | $4,156-85.0% |
| Participant deferral / active EE | $1,722 | $4,215-59.1% | $2,778-38.0% | $6,407-73.1% |
| Admin fee / account holder | $6,921 | $6,188+11.8% | $4,260+62.5% | $12,270-43.6% |