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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 | $46,305 | $76,407-39.4% | $150,298-69.2% | $82,448-43.8% |
| Participation rate | 30.3% | 66.4%-36.1pp | 77.8%-47.5pp | 68.1%-37.8pp |
| Annual return | 14.56% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $638 | $2,614-75.6% | $4,154-84.6% | $2,551-75.0% |
| Participant deferral / active EE | $2,125 | $3,214-33.9% | $5,453-61.0% | $4,139-48.7% |
| Admin fee / account holder | $2,467 | $6,352-61.2% | $14,116-82.5% | $7,234-65.9% |