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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 | $43,931 | $66,319-33.8% | $93,621-53.1% | $65,185-32.6% |
| Participation rate | 39.7% | 74.0%-34.3pp | 75.8%-36.1pp | 70.2%-30.5pp |
| Annual return | 19.81% | 42.59%-22.8pp | 32.76%-13.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $872 | $2,013-56.7% | $2,719-67.9% | $2,177-59.9% |
| Participant deferral / active EE | $1,980 | $3,343-40.8% | $4,070-51.3% | $3,514-43.6% |
| Admin fee / account holder | $4,924 | $6,900-28.6% | $7,890-37.6% | $847+481.2% |