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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 | $42,521 | $106,749-60.2% | $145,433-70.8% | $82,448-48.4% |
| Participation rate | 36.4% | 75.6%-39.3pp | 82.1%-45.8pp | 68.1%-31.7pp |
| Annual return | 21.45% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,791 | $3,444-48.0% | $4,554-60.7% | $2,551-29.8% |
| Participant deferral / active EE | $3,412 | $6,519-47.7% | $7,897-56.8% | $4,139-17.6% |
| Admin fee / account holder | $6,658 | $8,390-20.6% | $13,129-49.3% | $7,234-8.0% |