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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 | $39,945 | $93,598-57.3% | $135,974-70.6% | $75,173-46.9% |
| Participation rate | 44.4% | 75.2%-30.8pp | 81.9%-37.5pp | 67.2%-22.8pp |
| Annual return | 23.49% | 30.89%-7.4pp | 68.30%-44.8pp | 160.72%-137.2pp |
| Employer contribution / active EE | $1,504 | $3,538-57.5% | $4,859-69.1% | $2,671-43.7% |
| Participant deferral / active EE | $3,577 | $6,405-44.2% | $7,760-53.9% | $4,126-13.3% |
| Admin fee / account holder | $1,735 | $6,978-75.1% | $10,767-83.9% | $5,651-69.3% |