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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 | $43,857 | $48,314-9.2% | $67,561-35.1% | $80,925-45.8% |
| Participation rate | 51.9% | 66.4%-14.4pp | 72.9%-21.0pp | 67.7%-15.7pp |
| Annual return | 12.83% | 18.28%-5.4pp | 3525.44%-3512.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,138 | $2,022-43.7% | $2,735-58.4% | $2,756-58.7% |
| Participant deferral / active EE | $3,778 | $2,927+29.1% | $4,003-5.6% | $4,299-12.1% |
| Admin fee / account holder | $7,408 | $3,690+100.8% | $4,006+84.9% | $6,940+6.7% |