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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 | $42,540 | $106,588-60.1% | $94,215-54.8% | $155,188-72.6% |
| Participation rate | 52.9% | 74.3%-21.3pp | 70.0%-17.0pp | 80.8%-27.9pp |
| Annual return | 12.65% | 29.39%-16.7pp | 28.22%-15.6pp | 148.84%-136.2pp |
| Employer contribution / active EE | $913 | $3,080-70.3% | $2,675-65.9% | $4,248-78.5% |
| Participant deferral / active EE | $2,615 | $4,802-45.6% | $4,276-38.8% | $6,531-60.0% |
| Admin fee / account holder | $2,677 | $12,281-78.2% | $10,216-73.8% | $14,480-81.5% |