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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 | $42,491 | $77,638-45.3% | $156,551-72.9% | $62,881-32.4% |
| Participation rate | 59.0% | 71.2%-12.2pp | 84.0%-25.0pp | 69.3%-10.3pp |
| Annual return | 15.85% | 50.33%-34.5pp | 32.23%-16.4pp | 20.14%-4.3pp |
| Employer contribution / active EE | $1,946 | $3,444-43.5% | $5,501-64.6% | $2,281-14.7% |
| Participant deferral / active EE | $2,647 | $3,046-13.1% | $4,871-45.7% | $3,203-17.3% |
| Admin fee / account holder | $1,432 | $5,561-74.3% | $13,028-89.0% | $4,296-66.7% |