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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 | $65,813 | $108,825-39.5% | $156,181-57.9% | $82,448-20.2% |
| Participation rate | 43.8% | 72.4%-28.6pp | 78.8%-35.1pp | 68.1%-24.3pp |
| Annual return | 19.85% | 20.59%-0.7pp | 64.87%-45.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,202 | $2,870-58.1% | $4,294-72.0% | $2,551-52.9% |
| Participant deferral / active EE | $2,261 | $4,577-50.6% | $6,132-63.1% | $4,139-45.4% |
| Admin fee / account holder | $2,620 | $9,341-72.0% | $14,586-82.0% | $7,234-63.8% |