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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 | $43,426 | $48,078-9.7% | $78,676-44.8% | $62,881-30.9% |
| Participation rate | 38.8% | 65.2%-26.4pp | 73.6%-34.8pp | 69.3%-30.5pp |
| Annual return | 7.05% | 31.36%-24.3pp | 62.19%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,094 | $2,015-45.7% | $2,850-61.6% | $2,281-52.1% |
| Participant deferral / active EE | $1,545 | $2,587-40.3% | $3,517-56.1% | $3,203-51.8% |
| Admin fee / account holder | $1,994 | $3,206-37.8% | $4,510-55.8% | $4,296-53.6% |