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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 | $42,888 | $97,648-56.1% | $121,663-64.7% | $87,485-51.0% |
| Participation rate | 38.8% | 70.5%-31.7pp | 74.5%-35.7pp | 68.9%-30.2pp |
| Annual return | 14.26% | 18.03%-3.8pp | 147.54%-133.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,046 | $2,300-54.5% | $3,020-65.3% | $2,596-59.7% |
| Participant deferral / active EE | $4,122 | $3,923+5.1% | $4,887-15.7% | $4,274-3.6% |
| Admin fee / account holder | $4,101 | $11,100-63.1% | $14,289-71.3% | $7,775-47.3% |