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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 | $42,424 | $73,988-42.7% | $96,538-56.1% | $75,177-43.6% |
| Participation rate | 56.1% | 66.4%-10.3pp | 74.3%-18.3pp | 67.2%-11.1pp |
| Annual return | 15.07% | 26.73%-11.7pp | 35.74%-20.7pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,542 | $2,930-47.4% | $3,740-58.8% | $2,671-42.3% |
| Participant deferral / active EE | $3,026 | $3,660-17.3% | $4,880-38.0% | $4,126-26.7% |
| Admin fee / account holder | $863 | $5,220-83.5% | $6,737-87.2% | $5,651-84.7% |