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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 | $46,038 | $76,407-39.7% | $150,298-69.4% | $82,448-44.2% |
| Participation rate | 59.2% | 66.4%-7.2pp | 77.8%-18.6pp | 68.1%-8.9pp |
| Annual return | 21.60% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,412 | $2,614-46.0% | $4,154-66.0% | $2,551-44.6% |
| Participant deferral / active EE | $2,489 | $3,214-22.6% | $5,453-54.4% | $4,139-39.9% |
| Admin fee / account holder | $2,199 | $6,352-65.4% | $14,116-84.4% | $7,234-69.6% |