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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 | $50,127 | $107,421-53.3% | $182,262-72.5% | $94,015-46.7% |
| Participation rate | 60.8% | 77.8%-17.0pp | 84.2%-23.4pp | 70.8%-10.0pp |
| Annual return | 13.47% | 21.32%-7.8pp | 140.60%-127.1pp | 17.84%-4.4pp |
| Employer contribution / active EE | $1,499 | $3,448-56.5% | $5,046-70.3% | $2,790-46.3% |
| Participant deferral / active EE | $2,863 | $6,558-56.3% | $8,276-65.4% | $4,249-32.6% |
| Admin fee / account holder | $2,753 | $8,692-68.3% | $16,712-83.5% | $8,951-69.2% |