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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 | $42,535 | $106,749-60.2% | $145,433-70.8% | $82,448-48.4% |
| Participation rate | 55.6% | 75.6%-20.1pp | 82.1%-26.6pp | 68.1%-12.5pp |
| Annual return | 22.55% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,461 | $3,444-57.6% | $4,554-67.9% | $2,551-42.7% |
| Participant deferral / active EE | $2,749 | $6,519-57.8% | $7,897-65.2% | $4,139-33.6% |
| Admin fee / account holder | $361 | $8,390-95.7% | $13,129-97.2% | $7,234-95.0% |