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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 | $44,321 | $78,690-43.7% | $161,489-72.6% | $87,485-49.3% |
| Participation rate | 46.3% | 67.5%-21.1pp | 78.7%-32.4pp | 68.9%-22.6pp |
| Annual return | 16.05% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,372 | $2,588-47.0% | $4,268-67.9% | $2,596-47.2% |
| Participant deferral / active EE | $2,271 | $3,311-31.4% | $5,630-59.7% | $4,274-46.9% |
| Admin fee / account holder | $5,468 | $6,724-18.7% | $16,006-65.8% | $7,775-29.7% |