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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 | $45,239 | $88,672-49.0% | $105,223-57.0% | $82,448-45.1% |
| Participation rate | 54.2% | 67.9%-13.7pp | 75.0%-20.8pp | 68.1%-13.8pp |
| Annual return | 17.34% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,881 | $3,048-38.3% | $3,689-49.0% | $2,551-26.3% |
| Participant deferral / active EE | $2,925 | $4,036-27.5% | $5,072-42.3% | $4,139-29.3% |
| Admin fee / account holder | $7,812 | $7,146+9.3% | $8,859-11.8% | $7,234+8.0% |