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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 | $41,714 | $161,352-74.1% | $134,172-68.9% | $137,256-69.6% |
| Participation rate | 52.2% | 78.3%-26.1pp | 72.5%-20.3pp | 80.0%-27.8pp |
| Annual return | 9.65% | 28.72%-19.1pp | 25.30%-15.6pp | 220.34%-210.7pp |
| Employer contribution / active EE | $956 | $4,099-76.7% | $3,420-72.0% | $4,156-77.0% |
| Participant deferral / active EE | $2,426 | $5,552-56.3% | $4,690-48.3% | $6,407-62.1% |
| Admin fee / account holder | $46,877 | $15,028+211.9% | $12,016+290.1% | $12,270+282.0% |