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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 | $46,622 | $87,132-46.5% | $105,624-55.9% | $80,959-42.4% |
| Participation rate | 55.3% | 70.4%-15.2pp | 75.3%-20.0pp | 67.7%-12.4pp |
| Annual return | 14.20% | 17.03%-2.8pp | 116.20%-102.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,679 | $2,397-29.9% | $3,168-47.0% | $2,757-39.1% |
| Participant deferral / active EE | $3,248 | $3,985-18.5% | $5,013-35.2% | $4,300-24.5% |
| Admin fee / account holder | $1,088 | $8,449-87.1% | $10,961-90.1% | $6,925-84.3% |