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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 | $32,878 | $77,523-57.6% | $100,383-67.2% | $80,874-59.3% |
| Participation rate | 47.9% | 77.0%-29.0pp | 81.5%-33.6pp | 67.6%-19.7pp |
| Annual return | 17.11% | 37.21%-20.1pp | 49.26%-32.2pp | 35.62%-18.5pp |
| Employer contribution / active EE | $1,945 | $2,801-30.6% | $3,944-50.7% | $2,756-29.4% |
| Participant deferral / active EE | $2,893 | $6,822-57.6% | $8,086-64.2% | $4,297-32.7% |
| Admin fee / account holder | $835 | $5,899-85.8% | $7,900-89.4% | $6,935-88.0% |