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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 | $43,248 | $80,731-46.4% | $103,378-58.2% | $74,400-41.9% |
| Participation rate | 35.6% | 65.7%-30.1pp | 74.5%-38.9pp | 67.2%-31.6pp |
| Annual return | 14.88% | 27.56%-12.7pp | 24.91%-10.0pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $891 | $3,159-71.8% | $3,870-77.0% | $2,624-66.0% |
| Participant deferral / active EE | $3,411 | $3,862-11.7% | $5,058-32.6% | $4,348-21.6% |
| Admin fee / account holder | $2,819 | $2,369+19.0% | $8,401-66.4% | $1,944+45.1% |