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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 | $41,955 | $77,569-45.9% | $115,599-63.7% | $64,097-34.5% |
| Participation rate | 44.8% | 60.7%-15.9pp | 74.3%-29.5pp | 55.2%-10.4pp |
| Annual return | 14.36% | 18.52%-4.2pp | 111.10%-96.7pp | 34.64%-20.3pp |
| Employer contribution / active EE | $1,123 | $1,915-41.3% | $2,955-62.0% | $1,891-40.6% |
| Participant deferral / active EE | $2,220 | $3,327-33.3% | $4,889-54.6% | $3,080-27.9% |
| Admin fee / account holder | $739 | $4,470-83.5% | $12,841-94.2% | $3,454-78.6% |