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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 | $44,805 | $78,690-43.1% | $161,489-72.3% | $87,485-48.8% |
| Participation rate | 64.0% | 67.5%-3.5pp | 78.7%-14.7pp | 68.9%-4.9pp |
| Annual return | 13.47% | 32.74%-19.3pp | 89.72%-76.2pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,454 | $2,588-43.8% | $4,268-65.9% | $2,596-44.0% |
| Participant deferral / active EE | $4,311 | $3,311+30.2% | $5,630-23.4% | $4,274+0.9% |
| Admin fee / account holder | $1,933 | $6,724-71.2% | $16,006-87.9% | $7,775-75.1% |