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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 | $50,872 | $76,407-33.4% | $150,298-66.2% | $82,448-38.3% |
| Participation rate | 40.4% | 66.4%-26.0pp | 77.8%-37.4pp | 68.1%-27.7pp |
| Annual return | 15.11% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $947 | $2,614-63.8% | $4,154-77.2% | $2,551-62.9% |
| Participant deferral / active EE | $2,454 | $3,214-23.7% | $5,453-55.0% | $4,139-40.7% |
| Admin fee / account holder | $2,569 | $6,352-59.6% | $14,116-81.8% | $7,234-64.5% |