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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 | $41,995 | $107,421-60.9% | $182,262-77.0% | $94,015-55.3% |
| Participation rate | 48.1% | 77.8%-29.6pp | 84.2%-36.1pp | 70.8%-22.7pp |
| Annual return | 30.85% | 21.32%+9.5pp | 140.60%-109.7pp | 17.84%+13.0pp |
| Employer contribution / active EE | $1,343 | $3,448-61.0% | $5,046-73.4% | $2,790-51.9% |
| Participant deferral / active EE | $3,452 | $6,558-47.4% | $8,276-58.3% | $4,249-18.8% |
| Admin fee / account holder | $470 | $8,692-94.6% | $16,712-97.2% | $8,951-94.8% |