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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 | $51,142 | $77,638-34.1% | $156,551-67.3% | $62,881-18.7% |
| Participation rate | 61.3% | 71.2%-9.9pp | 84.0%-22.7pp | 69.3%-8.0pp |
| Annual return | 6.98% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,273 | $3,444-63.0% | $5,501-76.9% | $2,281-44.2% |
| Participant deferral / active EE | $2,417 | $3,046-20.6% | $4,871-50.4% | $3,203-24.5% |
| Admin fee / account holder | $2,902 | $5,561-47.8% | $13,028-77.7% | $4,296-32.4% |