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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 | $52,173 | $97,125-46.3% | $86,233-39.5% | $137,256-62.0% |
| Participation rate | 34.8% | 74.2%-39.4pp | 69.0%-34.2pp | 80.0%-45.2pp |
| Annual return | 18.26% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $542 | $2,841-80.9% | $2,504-78.4% | $4,156-87.0% |
| Participant deferral / active EE | $2,449 | $5,180-52.7% | $4,559-46.3% | $6,407-61.8% |
| Admin fee / account holder | $2,002 | $9,725-79.4% | $8,342-76.0% | $12,270-83.7% |