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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 | $42,207 | $91,559-53.9% | $133,978-68.5% | $79,856-47.1% |
| Participation rate | 45.5% | 73.3%-27.9pp | 79.8%-34.4pp | 69.6%-24.2pp |
| Annual return | 16.81% | 61.85%-45.0pp | 45.10%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $838 | $2,384-64.8% | $3,919-78.6% | $2,471-66.1% |
| Participant deferral / active EE | $3,813 | $3,734+2.1% | $5,047-24.5% | $3,741+1.9% |
| Admin fee / account holder | $739 | $6,321-88.3% | $8,930-91.7% | $5,306-86.1% |