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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 | $64,793 | $108,825-40.5% | $156,181-58.5% | $82,448-21.4% |
| Participation rate | 47.9% | 72.4%-24.5pp | 78.8%-30.9pp | 68.1%-20.2pp |
| Annual return | 14.42% | 20.59%-6.2pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,353 | $2,870-52.8% | $4,294-68.5% | $2,551-46.9% |
| Participant deferral / active EE | $2,658 | $4,577-41.9% | $6,132-56.7% | $4,139-35.8% |
| Admin fee / account holder | $6,237 | $9,341-33.2% | $14,586-57.2% | $7,234-13.8% |