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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 | $42,590 | $106,588-60.0% | $94,215-54.8% | $155,188-72.6% |
| Participation rate | 47.1% | 74.3%-27.2pp | 70.0%-22.9pp | 80.8%-33.7pp |
| Annual return | 17.99% | 29.39%-11.4pp | 28.22%-10.2pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,098 | $3,080-64.3% | $2,675-58.9% | $4,248-74.1% |
| Participant deferral / active EE | $4,315 | $4,802-10.2% | $4,276+0.9% | $6,531-33.9% |
| Admin fee / account holder | $685 | $12,281-94.4% | $10,216-93.3% | $14,480-95.3% |