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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 | $51,279 | $75,541-32.1% | $152,093-66.3% | $82,637-37.9% |
| Participation rate | 22.2% | 66.5%-44.3pp | 77.8%-55.5pp | 68.1%-45.8pp |
| Annual return | 14.50% | 32.56%-18.1pp | 66.36%-51.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,008 | $2,622-61.6% | $4,175-75.9% | $2,552-60.5% |
| Participant deferral / active EE | $1,102 | $3,206-65.6% | $5,451-79.8% | $4,126-73.3% |
| Admin fee / account holder | $2,930 | $6,405-54.2% | $14,497-79.8% | $7,339-60.1% |