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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 | $44,309 | $86,891-49.0% | $142,460-68.9% | $75,181-41.1% |
| Participation rate | 32.3% | 68.5%-36.2pp | 76.8%-44.5pp | 67.2%-34.9pp |
| Annual return | 16.21% | 23.31%-7.1pp | 19.99%-3.8pp | 160.69%-144.5pp |
| Employer contribution / active EE | $1,503 | $3,355-55.2% | $4,847-69.0% | $2,671-43.7% |
| Participant deferral / active EE | $2,552 | $4,938-48.3% | $6,283-59.4% | $4,126-38.1% |
| Admin fee / account holder | $1,886 | $7,299-74.2% | $10,011-81.2% | $5,650-66.6% |