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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 | $47,650 | $174,018-72.6% | $136,833-65.2% | $198,609-76.0% |
| Participation rate | 26.1% | 65.1%-39.0pp | 59.0%-32.9pp | 82.4%-56.3pp |
| Annual return | 14.70% | 35.16%-20.5pp | 35.32%-20.6pp | 202.70%-188.0pp |
| Employer contribution / active EE | $768 | $1,571-51.1% | $1,319-41.8% | $5,055-84.8% |
| Participant deferral / active EE | $1,727 | $2,873-39.9% | $2,441-29.2% | $6,977-75.2% |
| Admin fee / account holder | $4,020 | $5,434-26.0% | $4,706-14.6% | $19,030-78.9% |