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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 | $41,243 | $77,908-47.1% | $149,696-72.4% | $75,173-45.1% |
| Participation rate | 61.3% | 65.6%-4.3pp | 78.8%-17.5pp | 67.2%-5.9pp |
| Annual return | 16.01% | 31.73%-15.7pp | 134.46%-118.4pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,381 | $3,138-56.0% | $4,821-71.4% | $2,671-48.3% |
| Participant deferral / active EE | $3,146 | $3,411-7.8% | $5,682-44.6% | $4,126-23.8% |
| Admin fee / account holder | $1,734 | $5,950-70.9% | $13,212-86.9% | $5,651-69.3% |