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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 | $41,178 | $43,496-5.3% | $161,489-74.5% | $64,340-36.0% |
| Participation rate | 47.6% | 53.5%-5.9pp | 78.7%-31.0pp | 55.2%-7.6pp |
| Annual return | 16.64% | 20.76%-4.1pp | 89.72%-73.1pp | 24.14%-7.5pp |
| Employer contribution / active EE | $1,129 | $1,431-21.1% | $4,268-73.6% | $1,862-39.4% |
| Participant deferral / active EE | $2,314 | $1,996+15.9% | $5,630-58.9% | $2,980-22.4% |
| Admin fee / account holder | $3,417 | $2,330+46.6% | $16,006-78.7% | $3,703-7.7% |