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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 | $43,460 | $81,504-46.7% | $102,437-57.6% | $80,959-46.3% |
| Participation rate | 43.6% | 66.9%-23.3pp | 74.5%-30.9pp | 67.7%-24.1pp |
| Annual return | 44.67% | 25.60%+19.1pp | 24.95%+19.7pp | 35.67%+9.0pp |
| Employer contribution / active EE | $1,545 | $3,104-50.2% | $3,871-60.1% | $2,757-44.0% |
| Participant deferral / active EE | $3,062 | $3,871-20.9% | $5,060-39.5% | $4,300-28.8% |
| Admin fee / account holder | $2,102 | $6,719-68.7% | $8,388-74.9% | $6,925-69.7% |