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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 | $45,095 | $77,638-41.9% | $156,552-71.2% | $62,881-28.3% |
| Participation rate | 57.6% | 71.2%-13.6pp | 84.0%-26.4pp | 69.3%-11.7pp |
| Annual return | 6.12% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,158 | $3,444-66.4% | $5,501-78.9% | $2,281-49.2% |
| Participant deferral / active EE | $1,993 | $3,046-34.5% | $4,871-59.1% | $3,203-37.8% |
| Admin fee / account holder | $3,962 | $5,561-28.8% | $13,028-69.6% | $4,296-7.8% |