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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 | $52,879 | $108,825-51.4% | $156,181-66.1% | $82,448-35.9% |
| Participation rate | 48.0% | 72.4%-24.4pp | 78.8%-30.8pp | 68.1%-20.1pp |
| Annual return | 15.61% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,211 | $2,870-57.8% | $4,294-71.8% | $2,551-52.5% |
| Participant deferral / active EE | $2,817 | $4,577-38.5% | $6,132-54.1% | $4,139-31.9% |
| Admin fee / account holder | $4,414 | $9,341-52.7% | $14,586-69.7% | $7,234-39.0% |