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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 | $44,982 | $87,132-48.4% | $105,624-57.4% | $80,959-44.4% |
| Participation rate | 56.6% | 70.4%-13.8pp | 75.3%-18.6pp | 67.7%-11.0pp |
| Annual return | 12.46% | 17.03%-4.6pp | 116.20%-103.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,587 | $2,397-33.8% | $3,168-49.9% | $2,757-42.4% |
| Participant deferral / active EE | $3,308 | $3,985-17.0% | $5,013-34.0% | $4,300-23.1% |
| Admin fee / account holder | $1,303 | $8,449-84.6% | $10,961-88.1% | $6,925-81.2% |