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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 | $41,465 | $73,978-43.9% | $96,515-57.0% | $75,173-44.8% |
| Participation rate | 43.2% | 66.4%-23.2pp | 74.3%-31.2pp | 67.2%-24.0pp |
| Annual return | 25.17% | 26.72%-1.6pp | 35.73%-10.6pp | 160.72%-135.6pp |
| Employer contribution / active EE | $1,709 | $2,931-41.7% | $3,740-54.3% | $2,671-36.0% |
| Participant deferral / active EE | $1,963 | $3,660-46.4% | $4,880-59.8% | $4,126-52.4% |
| Admin fee / account holder | $743 | $5,219-85.8% | $6,735-89.0% | $5,651-86.8% |