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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 | $108,882-54.9% | $96,754-49.3% | $154,746-68.3% |
| Participation rate | 20.0% | 75.1%-55.1pp | 70.3%-50.3pp | 80.7%-60.7pp |
| Annual return | 17.26% | 98.39%-81.1pp | 82.04%-64.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,179 | $3,018-60.9% | $2,679-56.0% | $4,379-73.1% |
| Participant deferral / active EE | $2,368 | $5,323-55.5% | $4,758-50.2% | $6,730-64.8% |
| Admin fee / account holder | $2,456 | $10,200-75.9% | $8,905-72.4% | $14,365-82.9% |