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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 | $114,712-57.4% | $173,730-71.9% | $87,485-44.1% |
| Participation rate | 47.3% | 73.0%-25.7pp | 79.6%-32.3pp | 68.9%-21.7pp |
| Annual return | 19.71% | 20.18%-0.5pp | 19.96%-0.2pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,077 | $2,904-62.9% | $4,577-76.5% | $2,596-58.5% |
| Participant deferral / active EE | $2,439 | $4,642-47.5% | $6,326-61.5% | $4,274-42.9% |
| Admin fee / account holder | $487 | $10,210-95.2% | $17,523-97.2% | $7,775-93.7% |