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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 | $47,154 | $76,407-38.3% | $150,298-68.6% | $82,448-42.8% |
| Participation rate | 52.3% | 66.4%-14.1pp | 77.8%-25.4pp | 68.1%-15.7pp |
| Annual return | 16.28% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $983 | $2,614-62.4% | $4,154-76.3% | $2,551-61.5% |
| Participant deferral / active EE | $1,574 | $3,214-51.0% | $5,453-71.1% | $4,139-62.0% |
| Admin fee / account holder | $4,663 | $6,352-26.6% | $14,116-67.0% | $7,234-35.5% |