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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 | $43,534 | $99,875-56.4% | $146,866-70.4% | $86,983-50.0% |
| Participation rate | 53.3% | 75.8%-22.5pp | 82.5%-29.2pp | 69.5%-16.2pp |
| Annual return | 14.36% | 28.10%-13.7pp | 102.85%-88.5pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,860 | $3,224-42.3% | $4,425-58.0% | $2,584-28.0% |
| Participant deferral / active EE | $3,528 | $6,322-44.2% | $7,759-54.5% | $4,194-15.9% |
| Admin fee / account holder | $2,645 | $7,838-66.3% | $13,620-80.6% | $7,856-66.3% |