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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 | $46,319 | $84,236-45.0% | $170,435-72.8% | $70,126-33.9% |
| Participation rate | 41.0% | 70.8%-29.8pp | 83.6%-42.6pp | 69.5%-28.5pp |
| Annual return | 16.88% | 23.06%-6.2pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $2,156 | $3,387-36.3% | $5,432-60.3% | $2,343-8.0% |
| Participant deferral / active EE | $2,157 | $3,086-30.1% | $4,939-56.3% | $3,332-35.3% |
| Admin fee / account holder | $6,051 | $5,698+6.2% | $13,881-56.4% | $4,645+30.3% |