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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 | $43,143 | $106,749-59.6% | $145,433-70.3% | $82,448-47.7% |
| Participation rate | 45.5% | 75.6%-30.2pp | 82.1%-36.7pp | 68.1%-22.6pp |
| Annual return | 17.62% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,734 | $3,444-49.7% | $4,554-61.9% | $2,551-32.0% |
| Participant deferral / active EE | $2,676 | $6,519-59.0% | $7,897-66.1% | $4,139-35.4% |
| Admin fee / account holder | $2,718 | $8,390-67.6% | $13,129-79.3% | $7,234-62.4% |