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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 | $46,308 | $115,225-59.8% | $100,712-54.0% | $138,895-66.7% |
| Participation rate | 41.7% | 74.3%-32.7pp | 69.3%-27.6pp | 79.9%-38.3pp |
| Annual return | 19.03% | 40.35%-21.3pp | 33.27%-14.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,563 | $2,771-43.6% | $2,313-32.4% | $4,194-62.7% |
| Participant deferral / active EE | $4,387 | $4,699-6.7% | $4,085+7.4% | $6,396-31.4% |
| Admin fee / account holder | $325 | $10,844-97.0% | $9,256-96.5% | $12,562-97.4% |