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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 | $45,728 | $77,908-41.3% | $149,696-69.5% | $75,173-39.2% |
| Participation rate | 54.2% | 65.6%-11.4pp | 78.8%-24.6pp | 67.2%-13.0pp |
| Annual return | 17.39% | 31.73%-14.3pp | 134.46%-117.1pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,169 | $3,138-62.8% | $4,821-75.8% | $2,671-56.2% |
| Participant deferral / active EE | $1,938 | $3,411-43.2% | $5,682-65.9% | $4,126-53.0% |
| Admin fee / account holder | $4,749 | $5,950-20.2% | $13,212-64.1% | $5,651-15.9% |