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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 | $44,621 | $76,367-41.6% | $93,614-52.3% | $72,983-38.9% |
| Participation rate | 28.6% | 71.7%-43.2pp | 75.8%-47.3pp | 69.5%-40.9pp |
| Annual return | 23.72% | 25.82%-2.1pp | 32.76%-9.0pp | 81.01%-57.3pp |
| Employer contribution / active EE | $617 | $2,275-72.9% | $2,718-77.3% | $2,440-74.7% |
| Participant deferral / active EE | $2,408 | $3,538-31.9% | $4,069-40.8% | $3,608-33.2% |
| Admin fee / account holder | $598 | $6,838-91.2% | $7,889-92.4% | $5,124-88.3% |