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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 | $44,274 | $64,920-31.8% | $103,693-57.3% | $86,983-49.1% |
| Participation rate | 50.0% | 63.6%-13.6pp | 72.6%-22.6pp | 69.5%-19.5pp |
| Annual return | 16.64% | 30.29%-13.7pp | 47.61%-31.0pp | 25.83%-9.2pp |
| Employer contribution / active EE | $1,116 | $2,141-47.9% | $2,920-61.8% | $2,584-56.8% |
| Participant deferral / active EE | $2,169 | $3,241-33.1% | $4,579-52.6% | $4,194-48.3% |
| Admin fee / account holder | $551 | $6,191-91.1% | $7,858-93.0% | $7,856-93.0% |