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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 | $46,038 | $78,690-41.5% | $161,489-71.5% | $87,485-47.4% |
| Participation rate | 59.2% | 67.5%-8.3pp | 78.7%-19.5pp | 68.9%-9.7pp |
| Annual return | 21.60% | 32.74%-11.1pp | 89.72%-68.1pp | 26.06%-4.5pp |
| Employer contribution / active EE | $1,412 | $2,588-45.4% | $4,268-66.9% | $2,596-45.6% |
| Participant deferral / active EE | $2,489 | $3,311-24.8% | $5,630-55.8% | $4,274-41.8% |
| Admin fee / account holder | $2,199 | $6,724-67.3% | $16,006-86.3% | $7,775-71.7% |