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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 | $45,510 | $135,956-66.5% | $123,894-63.3% | $273,972-83.4% |
| Participation rate | 47.6% | 84.1%-36.4pp | 81.4%-33.8pp | 83.0%-35.4pp |
| Annual return | 10.88% | 56.63%-45.7pp | 47.52%-36.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,574 | $5,170-69.5% | $4,617-65.9% | $4,869-67.7% |
| Participant deferral / active EE | $3,317 | $6,343-47.7% | $5,984-44.6% | $5,287-37.3% |
| Admin fee / account holder | $2,079 | $9,817-78.8% | $8,357-75.1% | $10,133-79.5% |