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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 | $46,139 | $79,955-42.3% | $98,450-53.1% | $75,181-38.6% |
| Participation rate | 31.0% | 70.4%-39.3pp | 75.2%-44.1pp | 67.2%-36.2pp |
| Annual return | 38.29% | 19.75%+18.5pp | 21.16%+17.1pp | 160.69%-122.4pp |
| Employer contribution / active EE | $1,009 | $2,264-55.4% | $3,049-66.9% | $2,671-62.2% |
| Participant deferral / active EE | $1,590 | $3,752-57.6% | $4,739-66.5% | $4,126-61.5% |
| Admin fee / account holder | $4,836 | $6,841-29.3% | $8,961-46.0% | $5,650-14.4% |