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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 | $43,156 | $91,037-52.6% | $71,671-39.8% | $147,586-70.8% |
| Participation rate | 33.3% | 76.1%-42.8pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 23.36% | 20.48%+2.9pp | 20.65%+2.7pp | 578.59%-555.2pp |
| Employer contribution / active EE | $1,795 | $3,327-46.1% | $2,460-27.0% | $4,876-63.2% |
| Participant deferral / active EE | $4,580 | $4,498+1.8% | $3,438+33.2% | $5,439-15.8% |
| Admin fee / account holder | $1,598 | $8,613-81.4% | $5,558-71.3% | $10,886-85.3% |