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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 | $42,911 | $101,778-57.8% | $164,975-74.0% | $80,925-47.0% |
| Participation rate | 52.7% | 71.8%-19.1pp | 78.6%-25.9pp | 67.7%-14.9pp |
| Annual return | 10.65% | 16.73%-6.1pp | 70.12%-59.5pp | 35.65%-25.0pp |
| Employer contribution / active EE | $1,656 | $2,954-43.9% | $4,343-61.9% | $2,756-39.9% |
| Participant deferral / active EE | $3,404 | $4,477-24.0% | $6,033-43.6% | $4,299-20.8% |
| Admin fee / account holder | $1,449 | $8,221-82.4% | $12,688-88.6% | $6,940-79.1% |