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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 | $62,149 | $109,782-43.4% | $260,467-76.1% | $94,015-33.9% |
| Participation rate | 38.9% | 67.2%-28.3pp | 80.5%-41.6pp | 70.8%-31.9pp |
| Annual return | 17.67% | 18.60%-0.9pp | 100.60%-82.9pp | 17.84%-0.2pp |
| Employer contribution / active EE | $1,163 | $2,147-45.8% | $4,239-72.6% | $2,790-58.3% |
| Participant deferral / active EE | $2,594 | $4,044-35.9% | $6,319-59.0% | $4,249-39.0% |
| Admin fee / account holder | $2,625 | $11,958-78.1% | $15,461-83.0% | $8,951-70.7% |