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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 | $49,060 | $107,809-54.5% | $97,032-49.4% | $155,188-68.4% |
| Participation rate | 20.0% | 75.5%-55.5pp | 71.6%-51.6pp | 80.8%-60.8pp |
| Annual return | 17.26% | 38.06%-20.8pp | 35.38%-18.1pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,179 | $2,911-59.5% | $2,629-55.2% | $4,248-72.2% |
| Participant deferral / active EE | $2,368 | $5,129-53.8% | $4,672-49.3% | $6,531-63.7% |
| Admin fee / account holder | $2,456 | $10,717-77.1% | $9,418-73.9% | $14,480-83.0% |