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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 | $45,539 | $112,729-59.6% | $98,716-53.9% | $137,256-66.8% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.3%-16.0pp | 80.0%-26.6pp |
| Annual return | 15.04% | 38.48%-23.4pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,222 | $2,725-55.2% | $2,279-46.4% | $4,156-70.6% |
| Participant deferral / active EE | $2,444 | $4,640-47.3% | $4,048-39.6% | $6,407-61.9% |
| Admin fee / account holder | $6,208 | $10,129-38.7% | $8,703-28.7% | $12,270-49.4% |