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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 | $86,050-47.9% | $189,758-76.4% | $94,015-52.3% |
| Participation rate | 64.0% | 68.9%-4.9pp | 79.8%-15.8pp | 70.8%-6.8pp |
| Annual return | 13.47% | 17.77%-4.3pp | 52.62%-39.1pp | 17.84%-4.4pp |
| Employer contribution / active EE | $1,454 | $2,819-48.4% | $4,767-69.5% | $2,790-47.9% |
| Participant deferral / active EE | $4,311 | $3,349+28.7% | $5,856-26.4% | $4,249+1.4% |
| Admin fee / account holder | $1,933 | $6,627-70.8% | $20,388-90.5% | $8,951-78.4% |