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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 | $44,338 | $101,795-56.4% | $165,100-73.1% | $80,959-45.2% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.4pp | 67.7%-8.4pp |
| Annual return | 12.06% | 16.73%-4.7pp | 70.21%-58.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,185 | $2,954-59.9% | $4,348-72.7% | $2,757-57.0% |
| Participant deferral / active EE | $3,214 | $4,476-28.2% | $6,035-46.7% | $4,300-25.3% |
| Admin fee / account holder | $4,142 | $8,221-49.6% | $12,696-67.4% | $6,925-40.2% |