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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 | $47,239 | $156,616-69.8% | $133,346-64.6% | $198,609-76.2% |
| Participation rate | 58.3% | 77.7%-19.4pp | 72.8%-14.5pp | 82.4%-24.0pp |
| Annual return | 21.08% | 44.25%-23.2pp | 36.85%-15.8pp | 202.70%-181.6pp |
| Employer contribution / active EE | $1,140 | $3,368-66.2% | $2,853-60.1% | $5,055-77.5% |
| Participant deferral / active EE | $2,021 | $4,920-58.9% | $4,332-53.3% | $6,977-71.0% |
| Admin fee / account holder | $1,355 | $17,468-92.2% | $14,264-90.5% | $19,030-92.9% |