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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 | $41,682 | $161,352-74.2% | $134,172-68.9% | $137,256-69.6% |
| Participation rate | 54.2% | 78.3%-24.1pp | 72.5%-18.3pp | 80.0%-25.8pp |
| Annual return | 15.47% | 28.72%-13.2pp | 25.30%-9.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,185 | $4,099-71.1% | $3,420-65.4% | $4,156-71.5% |
| Participant deferral / active EE | $1,824 | $5,552-67.1% | $4,690-61.1% | $6,407-71.5% |
| Admin fee / account holder | $7,143 | $15,028-52.5% | $12,016-40.6% | $12,270-41.8% |