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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 | $42,001 | $68,880-39.0% | $120,580-65.2% | $80,959-48.1% |
| Participation rate | 37.3% | 61.7%-24.4pp | 72.0%-34.7pp | 67.7%-30.4pp |
| Annual return | 10.67% | 23.68%-13.0pp | 107.48%-96.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,552 | $2,066-24.9% | $3,469-55.3% | $2,757-43.7% |
| Participant deferral / active EE | $3,236 | $3,191+1.4% | $4,995-35.2% | $4,300-24.7% |
| Admin fee / account holder | $8,695 | $5,785+50.3% | $9,418-7.7% | $6,925+25.6% |