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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 | $54,427 | $81,358-33.1% | $155,556-65.0% | $80,959-32.8% |
| Participation rate | 47.3% | 66.3%-19.0pp | 78.2%-31.0pp | 67.7%-20.4pp |
| Annual return | 15.90% | 33.39%-17.5pp | 64.84%-48.9pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,642 | $3,106-47.2% | $4,675-64.9% | $2,757-40.5% |
| Participant deferral / active EE | $3,403 | $3,455-1.5% | $5,631-39.6% | $4,300-20.9% |
| Admin fee / account holder | $390 | $7,994-95.1% | $15,885-97.5% | $6,925-94.4% |