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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 | $78,690-40.9% | $161,489-71.2% | $87,485-46.8% |
| Participation rate | 53.3% | 67.5%-14.1pp | 78.7%-25.4pp | 68.9%-15.6pp |
| Annual return | 21.37% | 32.74%-11.4pp | 89.72%-68.3pp | 26.06%-4.7pp |
| Employer contribution / active EE | $1,393 | $2,588-46.2% | $4,268-67.4% | $2,596-46.3% |
| Participant deferral / active EE | $2,869 | $3,311-13.4% | $5,630-49.0% | $4,274-32.9% |
| Admin fee / account holder | $1,593 | $6,724-76.3% | $16,006-90.0% | $7,775-79.5% |