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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 | $81,262-33.7% | $155,602-65.4% | $80,911-33.4% |
| Participation rate | 40.8% | 66.2%-25.4pp | 78.2%-37.4pp | 67.6%-26.9pp |
| Annual return | 16.07% | 33.34%-17.3pp | 64.81%-48.7pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,541 | $3,102-50.3% | $4,675-67.0% | $2,756-44.1% |
| Participant deferral / active EE | $3,393 | $3,451-1.7% | $5,629-39.7% | $4,297-21.1% |
| Admin fee / account holder | $907 | $7,992-88.7% | $15,923-94.3% | $6,935-86.9% |