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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 | $44,972 | $110,337-59.2% | $102,383-56.1% | $145,877-69.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 12.08% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,750 | $4,216-58.5% | $3,870-54.8% | $4,663-62.5% |
| Participant deferral / active EE | $4,732 | $5,621-15.8% | $5,060-6.5% | $6,691-29.3% |
| Admin fee / account holder | $687 | $9,750-92.9% | $8,391-91.8% | $13,402-94.9% |