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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 | $97,648-57.0% | $121,663-65.4% | $87,485-52.0% |
| Participation rate | 45.3% | 70.5%-25.2pp | 74.5%-29.2pp | 68.9%-23.6pp |
| Annual return | 12.59% | 18.03%-5.4pp | 147.54%-135.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $1,403 | $2,300-39.0% | $3,020-53.5% | $2,596-46.0% |
| Participant deferral / active EE | $3,063 | $3,923-21.9% | $4,887-37.3% | $4,274-28.3% |
| Admin fee / account holder | $4,255 | $11,100-61.7% | $14,289-70.2% | $7,775-45.3% |