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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 | $45,036 | $55,457-18.8% | $77,361-41.8% | $94,015-52.1% |
| Participation rate | 42.9% | 69.8%-27.0pp | 75.0%-32.1pp | 70.8%-28.0pp |
| Annual return | 17.38% | 15.57%+1.8pp | 1011.54%-994.2pp | 17.84%-0.5pp |
| Employer contribution / active EE | $804 | $2,255-64.3% | $2,990-73.1% | $2,790-71.2% |
| Participant deferral / active EE | $1,852 | $3,069-39.7% | $3,911-52.6% | $4,249-56.4% |
| Admin fee / account holder | $911 | $4,334-79.0% | $5,894-84.5% | $8,951-89.8% |