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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 | $47,083 | $88,360-46.7% | $145,433-67.6% | $67,986-30.7% |
| Participation rate | 29.7% | 65.5%-35.8pp | 82.1%-52.4pp | 57.2%-27.5pp |
| Annual return | 15.84% | 63.15%-47.3pp | 66.58%-50.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $628 | $3,054-79.4% | $4,554-86.2% | $2,019-68.9% |
| Participant deferral / active EE | $1,519 | $5,932-74.4% | $7,897-80.8% | $3,358-54.8% |
| Admin fee / account holder | $2,565 | $3,313-22.6% | $13,129-80.5% | $3,203-19.9% |