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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 | $45,061 | $110,410-59.2% | $102,437-56.0% | $145,897-69.1% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 12.04% | 24.85%-12.8pp | 24.95%-12.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,128 | $4,217-49.5% | $3,871-45.0% | $4,663-54.4% |
| Participant deferral / active EE | $4,355 | $5,622-22.5% | $5,060-13.9% | $6,689-34.9% |
| Admin fee / account holder | $1,883 | $9,745-80.7% | $8,388-77.6% | $13,390-85.9% |