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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 | $45,869 | $81,233-43.5% | $155,567-70.5% | $80,874-43.3% |
| Participation rate | 55.0% | 66.2%-11.2pp | 78.2%-23.2pp | 67.6%-12.6pp |
| Annual return | 13.94% | 33.33%-19.4pp | 64.74%-50.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,137 | $3,101-63.3% | $4,674-75.7% | $2,756-58.8% |
| Participant deferral / active EE | $1,495 | $3,452-56.7% | $5,628-73.4% | $4,297-65.2% |
| Admin fee / account holder | $979 | $7,998-87.8% | $15,916-93.8% | $6,935-85.9% |