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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 | $75,058-37.3% | $152,301-69.1% | $64,340-26.8% |
| Participation rate | 29.7% | 60.9%-31.2pp | 82.4%-52.7pp | 55.2%-25.5pp |
| Annual return | 15.84% | 29.93%-14.1pp | 80.50%-64.7pp | 24.14%-8.3pp |
| Employer contribution / active EE | $628 | $2,605-75.9% | $4,624-86.4% | $1,862-66.3% |
| Participant deferral / active EE | $1,519 | $5,041-69.9% | $8,004-81.0% | $2,980-49.0% |
| Admin fee / account holder | $2,565 | $4,050-36.7% | $14,398-82.2% | $3,703-30.7% |