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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 | $47,329 | $72,273-34.5% | $101,275-53.3% | $79,856-40.7% |
| Participation rate | 39.4% | 68.5%-29.1pp | 75.8%-36.4pp | 69.6%-30.2pp |
| Annual return | 14.84% | 22.30%-7.5pp | 46.48%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,252 | $2,691-53.5% | $3,660-65.8% | $2,471-49.3% |
| Participant deferral / active EE | $1,917 | $3,282-41.6% | $4,371-56.1% | $3,741-48.7% |
| Admin fee / account holder | $2,080 | $4,401-52.7% | $5,948-65.0% | $5,306-60.8% |