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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 | $42,742 | $65,027-34.3% | $90,970-53.0% | $79,852-46.5% |
| Participation rate | 56.1% | 61.6%-5.5pp | 69.0%-12.9pp | 69.6%-13.5pp |
| Annual return | 17.82% | 30.45%-12.6pp | 134.58%-116.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $1,670 | $1,247+33.9% | $2,122-21.3% | $2,471-32.4% |
| Participant deferral / active EE | $3,048 | $2,512+21.3% | $3,373-9.7% | $3,740-18.5% |
| Admin fee / account holder | $3,134 | $4,535-30.9% | $5,960-47.4% | $5,306-40.9% |