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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 | $47,744 | $91,559-47.9% | $133,978-64.4% | $79,856-40.2% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 24.46% | 61.85%-37.4pp | 45.10%-20.6pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,830 | $2,384-23.2% | $3,919-53.3% | $2,471-25.9% |
| Participant deferral / active EE | $2,866 | $3,734-23.2% | $5,047-43.2% | $3,741-23.4% |
| Admin fee / account holder | $1,939 | $6,321-69.3% | $8,930-78.3% | $5,306-63.5% |