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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 | $45,706 | $162,967-72.0% | $135,792-66.3% | $138,895-67.1% |
| Participation rate | 55.0% | 78.3%-23.3pp | 72.6%-17.6pp | 79.9%-24.9pp |
| Annual return | 15.80% | 30.08%-14.3pp | 25.96%-10.2pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,254 | $4,211-70.2% | $3,496-64.1% | $4,194-70.1% |
| Participant deferral / active EE | $2,303 | $5,640-59.2% | $4,759-51.6% | $6,396-64.0% |
| Admin fee / account holder | $521 | $15,306-96.6% | $12,266-95.8% | $12,562-95.9% |