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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 | $43,103 | $65,364-34.1% | $92,909-53.6% | $72,975-40.9% |
| Participation rate | 55.7% | 68.3%-12.6pp | 76.0%-20.3pp | 69.5%-13.8pp |
| Annual return | 22.58% | 42.11%-19.5pp | 109.44%-86.9pp | 81.01%-58.4pp |
| Employer contribution / active EE | $945 | $2,594-63.6% | $3,653-74.1% | $2,440-61.3% |
| Participant deferral / active EE | $1,978 | $3,128-36.8% | $4,238-53.3% | $3,608-45.2% |
| Admin fee / account holder | $11,005 | $4,251+158.9% | $5,795+89.9% | $5,124+114.8% |