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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 | $47,516 | $43,496+9.2% | $161,489-70.6% | $64,340-26.1% |
| Participation rate | 23.8% | 53.5%-29.7pp | 78.7%-54.9pp | 55.2%-31.4pp |
| Annual return | 14.22% | 20.76%-6.5pp | 89.72%-75.5pp | 24.14%-9.9pp |
| Employer contribution / active EE | $401 | $1,431-71.9% | $4,268-90.6% | $1,862-78.4% |
| Participant deferral / active EE | $1,273 | $1,996-36.2% | $5,630-77.4% | $2,980-57.3% |
| Admin fee / account holder | $2,049 | $2,330-12.1% | $16,006-87.2% | $3,703-44.7% |