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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 | $43,489 | $91,559-52.5% | $133,971-67.5% | $79,852-45.5% |
| Participation rate | 63.0% | 73.3%-10.4pp | 79.8%-16.9pp | 69.6%-6.7pp |
| Annual return | 17.31% | 61.85%-44.5pp | 45.09%-27.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,319 | $2,384-44.7% | $3,919-66.3% | $2,471-46.6% |
| Participant deferral / active EE | $2,347 | $3,734-37.1% | $5,047-53.5% | $3,740-37.2% |
| Admin fee / account holder | $1,470 | $6,321-76.7% | $8,929-83.5% | $5,306-72.3% |