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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 | $43,390 | $68,681-36.8% | $86,625-49.9% | $85,851-49.5% |
| Participation rate | 40.8% | 66.4%-25.6pp | 71.6%-30.9pp | 69.3%-28.5pp |
| Annual return | 20.31% | 20.12%+0.2pp | 63.52%-43.2pp | 318.63%-298.3pp |
| Employer contribution / active EE | $1,081 | $1,880-42.5% | $2,496-56.7% | $2,565-57.9% |
| Participant deferral / active EE | $1,616 | $2,919-44.6% | $3,700-56.3% | $3,952-59.1% |
| Admin fee / account holder | $5,054 | $5,974-15.4% | $5,830-13.3% | $6,261-19.3% |