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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 | $69,943 | $91,559-23.6% | $133,978-47.8% | $79,856-12.4% |
| Participation rate | 46.7% | 73.3%-26.7pp | 79.8%-33.2pp | 69.6%-23.0pp |
| Annual return | 17.82% | 61.85%-44.0pp | 45.10%-27.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,150 | $2,384-51.7% | $3,919-70.6% | $2,471-53.4% |
| Participant deferral / active EE | $2,219 | $3,734-40.6% | $5,047-56.0% | $3,741-40.7% |
| Admin fee / account holder | $2,010 | $6,321-68.2% | $8,930-77.5% | $5,306-62.1% |