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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 | $47,341 | $75,541-37.3% | $152,093-68.9% | $82,637-42.7% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 15.82% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,219 | $2,622-53.5% | $4,175-70.8% | $2,552-52.2% |
| Participant deferral / active EE | $1,570 | $3,206-51.0% | $5,451-71.2% | $4,126-61.9% |
| Admin fee / account holder | $1,837 | $6,405-71.3% | $14,497-87.3% | $7,339-75.0% |