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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 | $46,467 | $81,331-42.9% | $155,534-70.1% | $80,935-42.6% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 13.45% | 33.37%-19.9pp | 64.92%-51.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,246 | $3,105-59.9% | $4,675-73.4% | $2,757-54.8% |
| Participant deferral / active EE | $2,681 | $3,454-22.4% | $5,630-52.4% | $4,299-37.7% |
| Admin fee / account holder | $5,463 | $7,999-31.7% | $15,900-65.6% | $6,924-21.1% |