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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 | $42,206 | $123,155-65.7% | $108,753-61.2% | $155,188-72.8% |
| Participation rate | 46.2% | 75.6%-29.5pp | 71.1%-24.9pp | 80.8%-34.6pp |
| Annual return | 15.82% | 44.73%-28.9pp | 37.47%-21.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,651 | $2,811-41.3% | $2,427-32.0% | $4,248-61.1% |
| Participant deferral / active EE | $3,419 | $4,623-26.1% | $4,115-16.9% | $6,531-47.7% |
| Admin fee / account holder | $638 | $12,126-94.7% | $10,320-93.8% | $14,480-95.6% |