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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 | $48,133 | $73,955-34.9% | $96,520-50.1% | $75,181-36.0% |
| Participation rate | 43.6% | 66.4%-22.8pp | 74.3%-30.8pp | 67.2%-23.6pp |
| Annual return | 20.20% | 26.72%-6.5pp | 35.72%-15.5pp | 160.69%-140.5pp |
| Employer contribution / active EE | $1,833 | $2,930-37.4% | $3,739-51.0% | $2,671-31.4% |
| Participant deferral / active EE | $3,296 | $3,659-9.9% | $4,879-32.4% | $4,126-20.1% |
| Admin fee / account holder | $798 | $5,217-84.7% | $6,733-88.1% | $5,650-85.9% |