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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 | $55,164 | $72,272-23.7% | $101,264-45.5% | $79,858-30.9% |
| Participation rate | 34.2% | 68.5%-34.3pp | 75.8%-41.6pp | 69.6%-35.5pp |
| Annual return | 14.21% | 22.30%-8.1pp | 46.48%-32.3pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,175 | $2,692-56.3% | $3,660-67.9% | $2,471-52.4% |
| Participant deferral / active EE | $1,637 | $3,282-50.1% | $4,370-62.5% | $3,740-56.2% |
| Admin fee / account holder | $2,840 | $4,401-35.5% | $5,947-52.2% | $5,306-46.5% |