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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 | $59,846 | $106,864-44.0% | $147,318-59.4% | $82,637-27.6% |
| Participation rate | 42.9% | 75.5%-32.6pp | 82.1%-39.2pp | 68.1%-25.2pp |
| Annual return | 14.54% | 27.49%-12.9pp | 70.43%-55.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,137 | $3,417-66.7% | $4,593-75.2% | $2,552-55.5% |
| Participant deferral / active EE | $3,177 | $6,496-51.1% | $7,906-59.8% | $4,126-23.0% |
| Admin fee / account holder | $1,654 | $8,415-80.3% | $13,708-87.9% | $7,339-77.5% |