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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 | $46,837 | $72,269-35.2% | $101,271-53.8% | $79,852-41.3% |
| Participation rate | 35.1% | 68.5%-33.3pp | 75.8%-40.7pp | 69.6%-34.5pp |
| Annual return | 16.92% | 22.29%-5.4pp | 46.48%-29.6pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,292 | $2,692-52.0% | $3,660-64.7% | $2,471-47.7% |
| Participant deferral / active EE | $2,325 | $3,282-29.2% | $4,371-46.8% | $3,740-37.9% |
| Admin fee / account holder | $7,960 | $4,401+80.9% | $5,948+33.8% | $5,306+50.0% |