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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 | $68,586-41.2% | $120,380-66.5% | $80,911-50.2% |
| Participation rate | 46.2% | 61.6%-15.4pp | 71.9%-25.8pp | 67.6%-21.5pp |
| Annual return | 12.92% | 23.62%-10.7pp | 107.28%-94.4pp | 35.63%-22.7pp |
| Employer contribution / active EE | $1,655 | $2,053-19.4% | $3,465-52.2% | $2,756-40.0% |
| Participant deferral / active EE | $3,770 | $3,174+18.8% | $4,992-24.5% | $4,297-12.3% |
| Admin fee / account holder | $5,087 | $5,733-11.3% | $9,421-46.0% | $6,935-26.6% |