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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 | $46,517 | $76,407-39.1% | $150,298-69.1% | $82,448-43.6% |
| Participation rate | 53.3% | 66.4%-13.1pp | 77.8%-24.4pp | 68.1%-14.7pp |
| Annual return | 21.37% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,393 | $2,614-46.7% | $4,154-66.5% | $2,551-45.4% |
| Participant deferral / active EE | $2,869 | $3,214-10.8% | $5,453-47.4% | $4,139-30.7% |
| Admin fee / account holder | $1,593 | $6,352-74.9% | $14,116-88.7% | $7,234-78.0% |