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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 | $48,197 | $72,269-33.3% | $101,271-52.4% | $79,852-39.6% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 20.50% | 22.29%-1.8pp | 46.48%-26.0pp | 31.72%-11.2pp |
| Employer contribution / active EE | $1,393 | $2,692-48.2% | $3,660-61.9% | $2,471-43.6% |
| Participant deferral / active EE | $2,536 | $3,282-22.7% | $4,371-42.0% | $3,740-32.2% |
| Admin fee / account holder | $547 | $4,401-87.6% | $5,948-90.8% | $5,306-89.7% |