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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 | $123,155-62.4% | $108,753-57.4% | $155,188-70.2% |
| Participation rate | 41.7% | 75.6%-34.0pp | 71.1%-29.4pp | 80.8%-39.1pp |
| Annual return | 19.03% | 44.73%-25.7pp | 37.47%-18.4pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,563 | $2,811-44.4% | $2,427-35.6% | $4,248-63.2% |
| Participant deferral / active EE | $4,387 | $4,623-5.1% | $4,115+6.6% | $6,531-32.8% |
| Admin fee / account holder | $325 | $12,126-97.3% | $10,320-96.9% | $14,480-97.8% |