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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 | $43,853 | $182,442-76.0% | $163,379-73.2% | $138,895-68.4% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.8%-22.3pp | 79.9%-25.4pp |
| Annual return | 12.03% | 72.74%-60.7pp | 63.41%-51.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,141 | $4,159-72.6% | $3,752-69.6% | $4,194-72.8% |
| Participant deferral / active EE | $1,594 | $6,817-76.6% | $6,282-74.6% | $6,396-75.1% |
| Admin fee / account holder | $5,756 | $10,396-44.6% | $9,818-41.4% | $12,562-54.2% |