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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 | $42,579 | $108,825-60.9% | $156,181-72.7% | $82,448-48.4% |
| Participation rate | 41.4% | 72.4%-31.0pp | 78.8%-37.4pp | 68.1%-26.7pp |
| Annual return | 16.08% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,374 | $2,870-52.1% | $4,294-68.0% | $2,551-46.1% |
| Participant deferral / active EE | $3,534 | $4,577-22.8% | $6,132-42.4% | $4,139-14.6% |
| Admin fee / account holder | $411 | $9,341-95.6% | $14,586-97.2% | $7,234-94.3% |