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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 | $46,062 | $77,901-40.9% | $149,717-69.2% | $75,181-38.7% |
| Participation rate | 59.4% | 65.6%-6.2pp | 78.8%-19.4pp | 67.2%-7.8pp |
| Annual return | 18.44% | 31.73%-13.3pp | 134.41%-116.0pp | 160.69%-142.2pp |
| Employer contribution / active EE | $1,044 | $3,137-66.7% | $4,820-78.3% | $2,671-60.9% |
| Participant deferral / active EE | $2,529 | $3,411-25.8% | $5,682-55.5% | $4,126-38.7% |
| Admin fee / account holder | $351 | $5,949-94.1% | $13,213-97.3% | $5,650-93.8% |