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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 | $47,055 | $126,661-62.8% | $113,397-58.5% | $138,895-66.1% |
| Participation rate | 41.7% | 79.4%-37.8pp | 76.5%-34.8pp | 79.9%-38.3pp |
| Annual return | 12.86% | 25.05%-12.2pp | 23.20%-10.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,062 | $3,456-69.3% | $2,977-64.3% | $4,194-74.7% |
| Participant deferral / active EE | $2,371 | $5,693-58.3% | $5,076-53.3% | $6,396-62.9% |
| Admin fee / account holder | $26,477 | $14,549+82.0% | $11,957+121.4% | $12,562+110.8% |