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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 | $50,900 | $65,364-22.1% | $92,909-45.2% | $72,975-30.3% |
| Participation rate | 28.0% | 68.3%-40.3pp | 76.0%-48.0pp | 69.5%-41.5pp |
| Annual return | 16.49% | 42.11%-25.6pp | 109.44%-92.9pp | 81.01%-64.5pp |
| Employer contribution / active EE | $784 | $2,594-69.8% | $3,653-78.6% | $2,440-67.9% |
| Participant deferral / active EE | $2,443 | $3,128-21.9% | $4,238-42.4% | $3,608-32.3% |
| Admin fee / account holder | $4,051 | $4,251-4.7% | $5,795-30.1% | $5,124-20.9% |