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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 | $43,546 | $84,953-48.7% | $163,379-73.3% | $82,637-47.3% |
| Participation rate | 59.4% | 65.9%-6.6pp | 76.8%-17.4pp | 68.1%-8.7pp |
| Annual return | 16.35% | 23.07%-6.7pp | 63.41%-47.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,504 | $2,183-31.1% | $3,752-59.9% | $2,552-41.1% |
| Participant deferral / active EE | $3,865 | $4,326-10.7% | $6,282-38.5% | $4,126-6.3% |
| Admin fee / account holder | $3,074 | $7,921-61.2% | $9,818-68.7% | $7,339-58.1% |