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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 | $46,074 | $73,988-37.7% | $96,538-52.3% | $75,177-38.7% |
| Participation rate | 38.8% | 66.4%-27.7pp | 74.3%-35.6pp | 67.2%-28.4pp |
| Annual return | 15.03% | 26.73%-11.7pp | 35.74%-20.7pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,600 | $2,930-45.4% | $3,740-57.2% | $2,671-40.1% |
| Participant deferral / active EE | $3,002 | $3,660-18.0% | $4,880-38.5% | $4,126-27.2% |
| Admin fee / account holder | $2,411 | $5,220-53.8% | $6,737-64.2% | $5,651-57.3% |