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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 | $44,883 | $78,190-42.6% | $149,600-70.0% | $64,097-30.0% |
| Participation rate | 37.3% | 58.6%-21.3pp | 77.2%-39.8pp | 55.2%-17.9pp |
| Annual return | 17.99% | 34.34%-16.3pp | 129.59%-111.6pp | 34.64%-16.6pp |
| Employer contribution / active EE | $1,457 | $1,942-25.0% | $4,193-65.2% | $1,891-23.0% |
| Participant deferral / active EE | $2,758 | $3,703-25.5% | $7,203-61.7% | $3,080-10.5% |
| Admin fee / account holder | $1,828 | $3,683-50.4% | $13,963-86.9% | $3,454-47.1% |