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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 | $50,488 | $61,605-18.0% | $112,273-55.0% | $75,173-32.8% |
| Participation rate | 39.7% | 61.7%-21.9pp | 72.4%-32.7pp | 67.2%-27.5pp |
| Annual return | 18.81% | 28.47%-9.7pp | 30.23%-11.4pp | 160.72%-141.9pp |
| Employer contribution / active EE | $741 | $2,015-63.2% | $3,431-78.4% | $2,671-72.2% |
| Participant deferral / active EE | $2,750 | $3,108-11.5% | $4,800-42.7% | $4,126-33.4% |
| Admin fee / account holder | $874 | $4,862-82.0% | $7,752-88.7% | $5,651-84.5% |