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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 | $43,788 | $91,198-52.0% | $178,503-75.5% | $79,856-45.2% |
| Participation rate | 54.5% | 69.2%-14.7pp | 81.9%-27.4pp | 69.6%-15.1pp |
| Annual return | 22.28% | 24.20%-1.9pp | 151.12%-128.8pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,492 | $3,257-54.2% | $5,011-70.2% | $2,471-39.6% |
| Participant deferral / active EE | $3,154 | $3,237-2.5% | $5,202-39.4% | $3,741-15.7% |
| Admin fee / account holder | $302 | $6,748-95.5% | $13,987-97.8% | $5,306-94.3% |