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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 | $64,919 | $108,825-40.3% | $156,181-58.4% | $82,448-21.3% |
| Participation rate | 37.7% | 72.4%-34.7pp | 78.8%-41.2pp | 68.1%-30.4pp |
| Annual return | 14.98% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,018 | $2,870-64.5% | $4,294-76.3% | $2,551-60.1% |
| Participant deferral / active EE | $2,061 | $4,577-55.0% | $6,132-66.4% | $4,139-50.2% |
| Admin fee / account holder | $11,159 | $9,341+19.5% | $14,586-23.5% | $7,234+54.2% |