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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 | $42,036 | $94,031-55.3% | $115,768-63.7% | $82,448-49.0% |
| Participation rate | 45.3% | 70.4%-25.1pp | 74.4%-29.1pp | 68.1%-22.8pp |
| Annual return | 12.59% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,403 | $2,323-39.6% | $2,940-52.3% | $2,551-45.0% |
| Participant deferral / active EE | $3,063 | $3,972-22.9% | $4,917-37.7% | $4,139-26.0% |
| Admin fee / account holder | $4,255 | $10,249-58.5% | $12,439-65.8% | $7,234-41.2% |