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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 | $45,980 | $106,749-56.9% | $145,433-68.4% | $82,448-44.2% |
| Participation rate | 42.1% | 75.6%-33.5pp | 82.1%-40.0pp | 68.1%-26.0pp |
| Annual return | 17.46% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,345 | $3,444-61.0% | $4,554-70.5% | $2,551-47.3% |
| Participant deferral / active EE | $2,915 | $6,519-55.3% | $7,897-63.1% | $4,139-29.6% |
| Admin fee / account holder | $825 | $8,390-90.2% | $13,129-93.7% | $7,234-88.6% |