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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 | $47,986 | $94,436-49.2% | $115,599-58.5% | $82,637-41.9% |
| Participation rate | 51.7% | 70.4%-18.7pp | 74.3%-22.6pp | 68.1%-16.4pp |
| Annual return | 17.45% | 18.37%-0.9pp | 111.10%-93.6pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,199 | $2,324-48.4% | $2,955-59.4% | $2,552-53.0% |
| Participant deferral / active EE | $2,130 | $3,955-46.2% | $4,889-56.4% | $4,126-48.4% |
| Admin fee / account holder | $3,275 | $10,328-68.3% | $12,841-74.5% | $7,339-55.4% |