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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 | $43,742 | $94,031-53.5% | $115,768-62.2% | $82,448-46.9% |
| Participation rate | 59.0% | 70.4%-11.4pp | 74.4%-15.4pp | 68.1%-9.1pp |
| Annual return | 18.13% | 20.61%-2.5pp | 100.46%-82.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,716 | $2,323-26.2% | $2,940-41.6% | $2,551-32.7% |
| Participant deferral / active EE | $2,715 | $3,972-31.6% | $4,917-44.8% | $4,139-34.4% |
| Admin fee / account holder | $3,547 | $10,249-65.4% | $12,439-71.5% | $7,234-51.0% |