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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 | $54,337 | $108,825-50.1% | $156,181-65.2% | $82,448-34.1% |
| Participation rate | 49.1% | 72.4%-23.3pp | 78.8%-29.8pp | 68.1%-19.0pp |
| Annual return | 15.59% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,440 | $2,870-49.8% | $4,294-66.5% | $2,551-43.5% |
| Participant deferral / active EE | $3,642 | $4,577-20.4% | $6,132-40.6% | $4,139-12.0% |
| Admin fee / account holder | $1,575 | $9,341-83.1% | $14,586-89.2% | $7,234-78.2% |