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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 | $42,397 | $117,895-64.0% | $102,460-58.6% | $145,897-70.9% |
| Participation rate | 43.5% | 78.6%-35.2pp | 76.5%-33.0pp | 80.3%-36.8pp |
| Annual return | 22.74% | 31.92%-9.2pp | 29.47%-6.7pp | 552.29%-529.6pp |
| Employer contribution / active EE | $1,334 | $3,619-63.1% | $3,025-55.9% | $4,663-71.4% |
| Participant deferral / active EE | $2,012 | $5,736-64.9% | $5,056-60.2% | $6,689-69.9% |
| Admin fee / account holder | $8,483 | $13,353-36.5% | $9,460-10.3% | $13,390-36.7% |