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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 | $42,768 | $94,031-54.5% | $115,768-63.1% | $82,448-48.1% |
| Participation rate | 44.3% | 70.4%-26.1pp | 74.4%-30.1pp | 68.1%-23.8pp |
| Annual return | 15.16% | 20.61%-5.4pp | 100.46%-85.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,060 | $2,323-54.4% | $2,940-64.0% | $2,551-58.5% |
| Participant deferral / active EE | $1,718 | $3,972-56.8% | $4,917-65.1% | $4,139-58.5% |
| Admin fee / account holder | $5,151 | $10,249-49.7% | $12,439-58.6% | $7,234-28.8% |