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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 | $124,980-66.2% | $108,359-61.1% | $154,746-72.7% |
| Participation rate | 46.2% | 75.2%-29.0pp | 70.1%-24.0pp | 80.7%-34.5pp |
| Annual return | 15.82% | 45.00%-29.2pp | 36.89%-21.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,651 | $2,851-42.1% | $2,399-31.2% | $4,379-62.3% |
| Participant deferral / active EE | $3,419 | $4,743-27.9% | $4,137-17.4% | $6,730-49.2% |
| Admin fee / account holder | $638 | $11,502-94.5% | $9,741-93.5% | $14,365-95.6% |