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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 | $43,030 | $87,132-50.6% | $105,624-59.3% | $80,959-46.8% |
| Participation rate | 37.5% | 70.4%-32.9pp | 75.3%-37.8pp | 67.7%-30.2pp |
| Annual return | 11.65% | 17.03%-5.4pp | 116.20%-104.6pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,874 | $2,397-21.8% | $3,168-40.8% | $2,757-32.0% |
| Participant deferral / active EE | $2,183 | $3,985-45.2% | $5,013-56.5% | $4,300-49.2% |
| Admin fee / account holder | $4,497 | $8,449-46.8% | $10,961-59.0% | $6,925-35.1% |