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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 | $41,344 | $106,749-61.3% | $145,433-71.6% | $82,448-49.9% |
| Participation rate | 51.7% | 75.6%-23.9pp | 82.1%-30.4pp | 68.1%-16.3pp |
| Annual return | 20.01% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,900 | $3,444-44.8% | $4,554-58.3% | $2,551-25.5% |
| Participant deferral / active EE | $6,146 | $6,519-5.7% | $7,897-22.2% | $4,139+48.5% |
| Admin fee / account holder | $1,565 | $8,390-81.3% | $13,129-88.1% | $7,234-78.4% |