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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 | $49,067 | $69,590-29.5% | $136,867-64.2% | $94,015-47.8% |
| Participation rate | 40.9% | 66.3%-25.4pp | 74.5%-33.6pp | 70.8%-29.9pp |
| Annual return | 15.16% | 19.62%-4.5pp | 42.97%-27.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,224 | $2,396-48.9% | $3,547-65.5% | $2,790-56.1% |
| Participant deferral / active EE | $2,732 | $3,437-20.5% | $4,924-44.5% | $4,249-35.7% |
| Admin fee / account holder | $1,634 | $8,912-81.7% | $10,340-84.2% | $8,951-81.7% |