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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 | $42,298 | $81,358-48.0% | $155,556-72.8% | $80,959-47.8% |
| Participation rate | 57.9% | 66.3%-8.4pp | 78.2%-20.3pp | 67.7%-9.8pp |
| Annual return | 20.02% | 33.39%-13.4pp | 64.84%-44.8pp | 35.67%-15.7pp |
| Employer contribution / active EE | $1,602 | $3,106-48.4% | $4,675-65.7% | $2,757-41.9% |
| Participant deferral / active EE | $3,258 | $3,455-5.7% | $5,631-42.1% | $4,300-24.2% |
| Admin fee / account holder | $5,105 | $7,994-36.1% | $15,885-67.9% | $6,925-26.3% |