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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 | $50,199 | $76,407-34.3% | $150,298-66.6% | $82,448-39.1% |
| Participation rate | 51.1% | 66.4%-15.3pp | 77.8%-26.6pp | 68.1%-17.0pp |
| Annual return | 19.73% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,138 | $2,614-56.5% | $4,154-72.6% | $2,551-55.4% |
| Participant deferral / active EE | $2,720 | $3,214-15.4% | $5,453-50.1% | $4,139-34.3% |
| Admin fee / account holder | $2,537 | $6,352-60.1% | $14,116-82.0% | $7,234-64.9% |