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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 | $44,968 | $78,690-42.9% | $161,489-72.2% | $87,485-48.6% |
| Participation rate | 57.4% | 67.5%-10.1pp | 78.7%-21.3pp | 68.9%-11.6pp |
| Annual return | 18.41% | 32.74%-14.3pp | 89.72%-71.3pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,626 | $2,588-37.2% | $4,268-61.9% | $2,596-37.4% |
| Participant deferral / active EE | $2,831 | $3,311-14.5% | $5,630-49.7% | $4,274-33.8% |
| Admin fee / account holder | $743 | $6,724-89.0% | $16,006-95.4% | $7,775-90.4% |