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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 | $43,090 | $114,013-62.2% | $103,693-58.4% | $155,188-72.2% |
| Participation rate | 45.0% | 75.2%-30.2pp | 72.6%-27.6pp | 80.8%-35.8pp |
| Annual return | 19.62% | 49.31%-29.7pp | 47.61%-28.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $1,771 | $3,131-43.5% | $2,920-39.4% | $4,248-58.3% |
| Participant deferral / active EE | $3,487 | $4,970-29.8% | $4,579-23.8% | $6,531-46.6% |
| Admin fee / account holder | $311 | $8,407-96.3% | $7,858-96.0% | $14,480-97.8% |