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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 | $40,321 | $68,880-41.5% | $120,580-66.6% | $80,959-50.2% |
| Participation rate | 46.2% | 61.7%-15.5pp | 72.0%-25.8pp | 67.7%-21.5pp |
| Annual return | 12.92% | 23.68%-10.8pp | 107.48%-94.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,655 | $2,066-19.9% | $3,469-52.3% | $2,757-40.0% |
| Participant deferral / active EE | $3,770 | $3,191+18.2% | $4,995-24.5% | $4,300-12.3% |
| Admin fee / account holder | $5,087 | $5,785-12.1% | $9,418-46.0% | $6,925-26.5% |