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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 | $43,822 | $87,060-49.7% | $105,591-58.5% | $80,911-45.8% |
| Participation rate | 66.2% | 70.4%-4.2pp | 75.3%-9.1pp | 67.6%-1.4pp |
| Annual return | 12.28% | 17.05%-4.8pp | 116.43%-104.1pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,942 | $2,396-19.0% | $3,166-38.7% | $2,756-29.5% |
| Participant deferral / active EE | $3,112 | $3,986-21.9% | $5,008-37.9% | $4,297-27.6% |
| Admin fee / account holder | $5,045 | $8,442-40.2% | $11,024-54.2% | $6,935-27.2% |