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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 | $49,939 | $73,988-32.5% | $96,538-48.3% | $75,177-33.6% |
| Participation rate | 20.4% | 66.4%-46.0pp | 74.3%-53.9pp | 67.2%-46.8pp |
| Annual return | 21.11% | 26.73%-5.6pp | 35.74%-14.6pp | 160.75%-139.6pp |
| Employer contribution / active EE | $1,432 | $2,930-51.1% | $3,740-61.7% | $2,671-46.4% |
| Participant deferral / active EE | $2,637 | $3,660-27.9% | $4,880-46.0% | $4,126-36.1% |
| Admin fee / account holder | $3,451 | $5,220-33.9% | $6,737-48.8% | $5,651-38.9% |