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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 | $48,923 | $73,955-33.8% | $96,520-49.3% | $75,181-34.9% |
| Participation rate | 25.9% | 66.4%-40.5pp | 74.3%-48.4pp | 67.2%-41.3pp |
| Annual return | 17.37% | 26.72%-9.4pp | 35.72%-18.3pp | 160.69%-143.3pp |
| Employer contribution / active EE | $1,081 | $2,930-63.1% | $3,739-71.1% | $2,671-59.5% |
| Participant deferral / active EE | $1,653 | $3,659-54.8% | $4,879-66.1% | $4,126-59.9% |
| Admin fee / account holder | $6,672 | $5,217+27.9% | $6,733-0.9% | $5,650+18.1% |