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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 | $47,869 | $76,407-37.3% | $150,298-68.2% | $82,448-41.9% |
| Participation rate | 31.3% | 66.4%-35.1pp | 77.8%-46.5pp | 68.1%-36.8pp |
| Annual return | 17.95% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,011 | $2,614-61.3% | $4,154-75.7% | $2,551-60.4% |
| Participant deferral / active EE | $2,044 | $3,214-36.4% | $5,453-62.5% | $4,139-50.6% |
| Admin fee / account holder | $2,914 | $6,352-54.1% | $14,116-79.4% | $7,234-59.7% |