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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 | $46,613 | $53,127-12.3% | $86,597-46.2% | $70,131-33.5% |
| Participation rate | 57.1% | 65.3%-8.2pp | 73.5%-16.4pp | 69.5%-12.4pp |
| Annual return | 18.10% | 27.66%-9.6pp | 964.96%-946.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,021 | $2,068-50.6% | $2,840-64.0% | $2,342-56.4% |
| Participant deferral / active EE | $3,896 | $2,696+44.5% | $3,609+8.0% | $3,332+16.9% |
| Admin fee / account holder | $2,531 | $3,585-29.4% | $4,906-48.4% | $4,645-45.5% |