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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 | $47,821 | $76,407-37.4% | $150,298-68.2% | $82,448-42.0% |
| Participation rate | 19.0% | 66.4%-47.4pp | 77.8%-58.8pp | 68.1%-49.1pp |
| Annual return | 19.43% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $475 | $2,614-81.8% | $4,154-88.6% | $2,551-81.4% |
| Participant deferral / active EE | $2,500 | $3,214-22.2% | $5,453-54.2% | $4,139-39.6% |
| Admin fee / account holder | $7,630 | $6,352+20.1% | $14,116-45.9% | $7,234+5.5% |