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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 | $43,626 | $46,688-6.6% | $189,758-77.0% | $69,733-37.4% |
| Participation rate | 42.3% | 61.7%-19.4pp | 79.8%-37.5pp | 62.5%-20.2pp |
| Annual return | 15.22% | 14.35%+0.9pp | 52.62%-37.4pp | 15.22%0pp |
| Employer contribution / active EE | $572 | $1,695-66.3% | $4,767-88.0% | $2,250-74.6% |
| Participant deferral / active EE | $1,740 | $2,143-18.8% | $5,856-70.3% | $3,054-43.0% |
| Admin fee / account holder | $1,256 | $1,700-26.1% | $20,388-93.8% | $3,102-59.5% |