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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 | $76,407-42.0% | $150,298-70.5% | $82,448-46.2% |
| Participation rate | 46.3% | 66.4%-20.1pp | 77.8%-31.4pp | 68.1%-21.8pp |
| Annual return | 16.05% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,372 | $2,614-47.5% | $4,154-67.0% | $2,551-46.2% |
| Participant deferral / active EE | $2,271 | $3,214-29.4% | $5,453-58.4% | $4,139-45.1% |
| Admin fee / account holder | $5,468 | $6,352-13.9% | $14,116-61.3% | $7,234-24.4% |