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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 | $43,064 | $117,846-63.5% | $102,434-58.0% | $145,884-70.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 10.02% | 31.90%-21.9pp | 29.46%-19.4pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,974 | $3,615-45.4% | $3,023-34.7% | $4,662-57.7% |
| Participant deferral / active EE | $3,670 | $5,733-36.0% | $5,055-27.4% | $6,690-45.1% |
| Admin fee / account holder | $2,443 | $13,356-81.7% | $9,462-74.2% | $13,392-81.8% |