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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 | $53,851 | $81,331-33.8% | $155,534-65.4% | $80,935-33.5% |
| Participation rate | 40.8% | 66.3%-25.5pp | 78.2%-37.4pp | 67.7%-26.9pp |
| Annual return | 16.07% | 33.37%-17.3pp | 64.92%-48.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,541 | $3,105-50.4% | $4,675-67.0% | $2,757-44.1% |
| Participant deferral / active EE | $3,393 | $3,454-1.8% | $5,630-39.7% | $4,299-21.1% |
| Admin fee / account holder | $907 | $7,999-88.7% | $15,900-94.3% | $6,924-86.9% |