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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 | $45,339 | $79,955-43.3% | $98,461-54.0% | $75,173-39.7% |
| Participation rate | 54.0% | 70.4%-16.4pp | 75.2%-21.2pp | 67.2%-13.2pp |
| Annual return | 15.97% | 19.75%-3.8pp | 21.17%-5.2pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,538 | $2,264-32.1% | $3,049-49.6% | $2,671-42.4% |
| Participant deferral / active EE | $2,849 | $3,752-24.1% | $4,738-39.9% | $4,126-31.0% |
| Admin fee / account holder | $4,840 | $6,841-29.3% | $8,961-46.0% | $5,651-14.4% |