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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 | $44,853 | $57,073-21.4% | $85,126-47.3% | $80,925-44.6% |
| Participation rate | 41.8% | 56.4%-14.6pp | 67.5%-25.7pp | 67.7%-25.9pp |
| Annual return | 12.23% | 21.69%-9.5pp | 66.63%-54.4pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,017 | $1,801-43.5% | $2,731-62.8% | $2,756-63.1% |
| Participant deferral / active EE | $3,196 | $3,113+2.7% | $4,523-29.3% | $4,299-25.6% |
| Admin fee / account holder | $1,421 | $4,988-71.5% | $6,160-76.9% | $6,940-79.5% |