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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 | $106,524-59.5% | $152,301-71.7% | $87,485-50.7% |
| Participation rate | 45.5% | 75.8%-30.3pp | 82.4%-37.0pp | 68.9%-23.5pp |
| Annual return | 17.62% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,734 | $3,371-48.6% | $4,624-62.5% | $2,596-33.2% |
| Participant deferral / active EE | $2,676 | $6,525-59.0% | $8,004-66.6% | $4,274-37.4% |
| Admin fee / account holder | $2,718 | $8,287-67.2% | $14,398-81.1% | $7,775-65.0% |