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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 | $45,244 | $73,978-38.8% | $96,515-53.1% | $75,173-39.8% |
| Participation rate | 40.6% | 66.4%-25.8pp | 74.3%-33.7pp | 67.2%-26.6pp |
| Annual return | 16.64% | 26.72%-10.1pp | 35.73%-19.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,397 | $2,931-52.3% | $3,740-62.6% | $2,671-47.7% |
| Participant deferral / active EE | $3,512 | $3,660-4.1% | $4,880-28.0% | $4,126-14.9% |
| Admin fee / account holder | $2,254 | $5,219-56.8% | $6,735-66.5% | $5,651-60.1% |