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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 | $42,439 | $61,755-31.3% | $97,161-56.3% | $80,911-47.5% |
| Participation rate | 44.7% | 63.5%-18.8pp | 72.7%-28.0pp | 67.6%-22.9pp |
| Annual return | 17.29% | -557.90%+575.2pp | 75.36%-58.1pp | 35.63%-18.3pp |
| Employer contribution / active EE | $1,440 | $1,835-21.5% | $2,723-47.1% | $2,756-47.8% |
| Participant deferral / active EE | $2,453 | $3,026-19.0% | $4,265-42.5% | $4,297-42.9% |
| Admin fee / account holder | $2,512 | $5,166-51.4% | $5,647-55.5% | $6,935-63.8% |