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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 | $48,887 | $108,825-55.1% | $156,181-68.7% | $82,448-40.7% |
| Participation rate | 47.3% | 72.4%-25.1pp | 78.8%-31.6pp | 68.1%-20.8pp |
| Annual return | 19.71% | 20.59%-0.9pp | 64.87%-45.2pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,077 | $2,870-62.5% | $4,294-74.9% | $2,551-57.8% |
| Participant deferral / active EE | $2,439 | $4,577-46.7% | $6,132-60.2% | $4,139-41.1% |
| Admin fee / account holder | $487 | $9,341-94.8% | $14,586-96.7% | $7,234-93.3% |