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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 | $43,137 | $91,179-52.7% | $178,499-75.8% | $79,852-46.0% |
| Participation rate | 56.9% | 69.2%-12.3pp | 81.9%-25.0pp | 69.6%-12.7pp |
| Annual return | 17.94% | 24.19%-6.3pp | 151.10%-133.2pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,295 | $3,256-60.2% | $5,011-74.2% | $2,471-47.6% |
| Participant deferral / active EE | $2,804 | $3,236-13.4% | $5,202-46.1% | $3,740-25.0% |
| Admin fee / account holder | $1,515 | $6,749-77.5% | $13,986-89.2% | $5,306-71.4% |