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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 | $49,780 | $94,031-47.1% | $115,768-57.0% | $82,448-39.6% |
| Participation rate | 42.4% | 70.4%-28.0pp | 74.4%-32.0pp | 68.1%-25.6pp |
| Annual return | 18.83% | 20.61%-1.8pp | 100.46%-81.6pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,090 | $2,323-53.1% | $2,940-62.9% | $2,551-57.3% |
| Participant deferral / active EE | $2,418 | $3,972-39.1% | $4,917-50.8% | $4,139-41.6% |
| Admin fee / account holder | $4,365 | $10,249-57.4% | $12,439-64.9% | $7,234-39.7% |