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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 | $43,958 | $41,150+6.8% | $80,627-45.5% | $71,511-38.5% |
| Participation rate | 44.4% | 50.3%-5.9pp | 67.0%-22.7pp | 67.9%-23.6pp |
| Annual return | 17.99% | 38.48%-20.5pp | 936.76%-918.8pp | 28.86%-10.9pp |
| Employer contribution / active EE | $1,242 | $1,515-18.0% | $2,723-54.4% | $2,589-52.0% |
| Participant deferral / active EE | $1,919 | $2,701-28.9% | $4,443-56.8% | $4,291-55.3% |
| Admin fee / account holder | $341 | $1,841-81.5% | $5,381-93.7% | $1,588-78.5% |