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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 | $64,221 | $78,197-17.9% | $98,090-34.5% | $82,637-22.3% |
| Participation rate | 48.6% | 77.5%-28.8pp | 81.5%-32.9pp | 68.1%-19.4pp |
| Annual return | 17.17% | 40.25%-23.1pp | 37.05%-19.9pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,342 | $2,605-48.5% | $3,606-62.8% | $2,552-47.4% |
| Participant deferral / active EE | $2,972 | $6,636-55.2% | $7,845-62.1% | $4,126-28.0% |
| Admin fee / account holder | $1,576 | $14,832-89.4% | $11,815-86.7% | $7,339-78.5% |