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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 | $44,173 | $102,245-56.8% | $89,340-50.6% | $137,256-67.8% |
| Participation rate | 42.9% | 74.9%-32.0pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 11.37% | 21.89%-10.5pp | 20.57%-9.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,205 | $2,529-52.4% | $2,231-46.0% | $4,156-71.0% |
| Participant deferral / active EE | $1,957 | $4,436-55.9% | $3,823-48.8% | $6,407-69.5% |
| Admin fee / account holder | $7,751 | $8,085-4.1% | $6,704+15.6% | $12,270-36.8% |