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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 | $45,138 | $94,031-52.0% | $115,768-61.0% | $82,448-45.3% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.4%-18.8pp | 68.1%-12.5pp |
| Annual return | 17.52% | 20.61%-3.1pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,182 | $2,323-49.1% | $2,940-59.8% | $2,551-53.7% |
| Participant deferral / active EE | $3,380 | $3,972-14.9% | $4,917-31.2% | $4,139-18.3% |
| Admin fee / account holder | $467 | $10,249-95.4% | $12,439-96.2% | $7,234-93.5% |