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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 | $43,681 | $93,617-53.3% | $135,982-67.9% | $75,177-41.9% |
| Participation rate | 48.5% | 75.2%-26.7pp | 81.9%-33.4pp | 67.2%-18.7pp |
| Annual return | 16.81% | 30.89%-14.1pp | 68.32%-51.5pp | 160.75%-143.9pp |
| Employer contribution / active EE | $1,572 | $3,538-55.6% | $4,859-67.6% | $2,671-41.1% |
| Participant deferral / active EE | $5,107 | $6,406-20.3% | $7,760-34.2% | $4,126+23.8% |
| Admin fee / account holder | $4,015 | $6,980-42.5% | $10,767-62.7% | $5,651-29.0% |