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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 | $48,094 | $77,638-38.1% | $156,551-69.3% | $62,881-23.5% |
| Participation rate | 38.7% | 71.2%-32.5pp | 84.0%-45.3pp | 69.3%-30.6pp |
| Annual return | 7.09% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,165 | $3,444-66.2% | $5,501-78.8% | $2,281-48.9% |
| Participant deferral / active EE | $1,730 | $3,046-43.2% | $4,871-64.5% | $3,203-46.0% |
| Admin fee / account holder | $3,397 | $5,561-38.9% | $13,028-73.9% | $4,296-20.9% |