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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 | $51,291 | $68,880-25.5% | $120,580-57.5% | $80,959-36.6% |
| Participation rate | 48.6% | 61.7%-13.1pp | 72.0%-23.4pp | 67.7%-19.1pp |
| Annual return | 14.46% | 23.68%-9.2pp | 107.48%-93.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,058 | $2,066-0.4% | $3,469-40.7% | $2,757-25.4% |
| Participant deferral / active EE | $3,104 | $3,191-2.7% | $4,995-37.9% | $4,300-27.8% |
| Admin fee / account holder | $2,297 | $5,785-60.3% | $9,418-75.6% | $6,925-66.8% |