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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 | $41,362 | $84,953-51.3% | $163,379-74.7% | $82,637-49.9% |
| Participation rate | 45.3% | 65.9%-20.6pp | 76.8%-31.5pp | 68.1%-22.7pp |
| Annual return | 18.80% | 23.07%-4.3pp | 63.41%-44.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,457 | $2,183-33.2% | $3,752-61.2% | $2,552-42.9% |
| Participant deferral / active EE | $2,969 | $4,326-31.4% | $6,282-52.7% | $4,126-28.0% |
| Admin fee / account holder | $672 | $7,921-91.5% | $9,818-93.2% | $7,339-90.8% |