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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 | $44,996 | $87,166-48.4% | $76,735-41.4% | $137,256-67.2% |
| Participation rate | 65.2% | 74.4%-9.1pp | 69.5%-4.3pp | 80.0%-14.7pp |
| Annual return | 13.40% | 26.50%-13.1pp | 29.77%-16.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $542 | $2,904-81.4% | $2,454-77.9% | $4,156-87.0% |
| Participant deferral / active EE | $2,585 | $4,726-45.3% | $4,088-36.8% | $6,407-59.7% |
| Admin fee / account holder | $470 | $8,403-94.4% | $7,189-93.5% | $12,270-96.2% |