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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 | $56,589 | $124,980-54.7% | $108,359-47.8% | $154,746-63.4% |
| Participation rate | 31.8% | 75.2%-43.4pp | 70.1%-38.3pp | 80.7%-48.9pp |
| Annual return | 11.39% | 45.00%-33.6pp | 36.89%-25.5pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,282 | $2,851-55.0% | $2,399-46.6% | $4,379-70.7% |
| Participant deferral / active EE | $2,917 | $4,743-38.5% | $4,137-29.5% | $6,730-56.7% |
| Admin fee / account holder | $1,203 | $11,502-89.5% | $9,741-87.6% | $14,365-91.6% |