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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 | $43,827 | $172,111-74.5% | $150,298-70.8% | $137,256-68.1% |
| Participation rate | 42.1% | 81.7%-39.6pp | 77.8%-35.7pp | 80.0%-37.9pp |
| Annual return | 20.19% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,363 | $4,636-70.6% | $4,154-67.2% | $4,156-67.2% |
| Participant deferral / active EE | $2,767 | $6,166-55.1% | $5,453-49.3% | $6,407-56.8% |
| Admin fee / account holder | $3,144 | $16,471-80.9% | $14,116-77.7% | $12,270-74.4% |