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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 | $43,577 | $81,446-46.5% | $103,374-57.8% | $80,874-46.1% |
| Participation rate | 44.6% | 66.9%-22.3pp | 74.5%-29.9pp | 67.6%-23.1pp |
| Annual return | 22.83% | 25.57%-2.7pp | 24.89%-2.1pp | 35.62%-12.8pp |
| Employer contribution / active EE | $1,508 | $3,107-51.5% | $3,869-61.0% | $2,756-45.3% |
| Participant deferral / active EE | $2,806 | $3,870-27.5% | $5,058-44.5% | $4,297-34.7% |
| Admin fee / account holder | $342 | $6,715-94.9% | $8,394-95.9% | $6,935-95.1% |