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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 | $46,871 | $76,407-38.7% | $150,298-68.8% | $82,448-43.2% |
| Participation rate | 52.4% | 66.4%-14.0pp | 77.8%-25.3pp | 68.1%-15.6pp |
| Annual return | 30.81% | 39.99%-9.2pp | 62.79%-32.0pp | 41.64%-10.8pp |
| Employer contribution / active EE | $773 | $2,614-70.4% | $4,154-81.4% | $2,551-69.7% |
| Participant deferral / active EE | $1,716 | $3,214-46.6% | $5,453-68.5% | $4,139-58.5% |
| Admin fee / account holder | $2,162 | $6,352-66.0% | $14,116-84.7% | $7,234-70.1% |