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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 | $44,086 | $79,961-44.9% | $98,462-55.2% | $75,177-41.4% |
| Participation rate | 42.0% | 70.4%-28.4pp | 75.2%-33.2pp | 67.2%-25.2pp |
| Annual return | 15.70% | 19.75%-4.0pp | 21.17%-5.5pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,369 | $2,264-39.5% | $3,049-55.1% | $2,671-48.7% |
| Participant deferral / active EE | $2,603 | $3,753-30.6% | $4,738-45.1% | $4,126-36.9% |
| Admin fee / account holder | $3,178 | $6,842-53.5% | $8,875-64.2% | $5,651-43.8% |