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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 | $41,953 | $99,875-58.0% | $146,866-71.4% | $86,983-51.8% |
| Participation rate | 51.9% | 75.8%-24.0pp | 82.5%-30.7pp | 69.5%-17.7pp |
| Annual return | 17.60% | 28.10%-10.5pp | 102.85%-85.3pp | 25.83%-8.2pp |
| Employer contribution / active EE | $1,435 | $3,224-55.5% | $4,425-67.6% | $2,584-44.5% |
| Participant deferral / active EE | $2,935 | $6,322-53.6% | $7,759-62.2% | $4,194-30.0% |
| Admin fee / account holder | $4,275 | $7,838-45.5% | $13,620-68.6% | $7,856-45.6% |