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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 | $53,866 | $139,948-61.5% | $121,663-55.7% | $154,746-65.2% |
| Participation rate | 41.7% | 78.0%-36.3pp | 74.5%-32.8pp | 80.7%-39.0pp |
| Annual return | 19.73% | 230.52%-210.8pp | 147.54%-127.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,512 | $3,521-57.1% | $3,020-49.9% | $4,379-65.5% |
| Participant deferral / active EE | $2,550 | $5,629-54.7% | $4,887-47.8% | $6,730-62.1% |
| Admin fee / account holder | $5,411 | $17,321-68.8% | $14,289-62.1% | $14,365-62.3% |