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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 | $43,713 | $107,421-59.3% | $182,262-76.0% | $94,015-53.5% |
| Participation rate | 62.9% | 77.8%-14.9pp | 84.2%-21.4pp | 70.8%-8.0pp |
| Annual return | 16.60% | 21.32%-4.7pp | 140.60%-124.0pp | 17.84%-1.2pp |
| Employer contribution / active EE | $1,409 | $3,448-59.1% | $5,046-72.1% | $2,790-49.5% |
| Participant deferral / active EE | $3,154 | $6,558-51.9% | $8,276-61.9% | $4,249-25.8% |
| Admin fee / account holder | $3,179 | $8,692-63.4% | $16,712-81.0% | $8,951-64.5% |