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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 | $49,988 | $72,269-30.8% | $101,271-50.6% | $79,852-37.4% |
| Participation rate | 42.1% | 68.5%-26.4pp | 75.8%-33.7pp | 69.6%-27.5pp |
| Annual return | 22.33% | 22.29%0pp | 46.48%-24.1pp | 31.72%-9.4pp |
| Employer contribution / active EE | $1,498 | $2,692-44.4% | $3,660-59.1% | $2,471-39.4% |
| Participant deferral / active EE | $2,702 | $3,282-17.7% | $4,371-38.2% | $3,740-27.8% |
| Admin fee / account holder | $1,620 | $4,401-63.2% | $5,948-72.8% | $5,306-69.5% |