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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 | $45,989 | $78,690-41.6% | $161,489-71.5% | $87,485-47.4% |
| Participation rate | 50.7% | 67.5%-16.7pp | 78.7%-28.0pp | 68.9%-18.2pp |
| Annual return | 15.49% | 32.74%-17.3pp | 89.72%-74.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,402 | $2,588-45.8% | $4,268-67.1% | $2,596-46.0% |
| Participant deferral / active EE | $3,238 | $3,311-2.2% | $5,630-42.5% | $4,274-24.2% |
| Admin fee / account holder | $1,254 | $6,724-81.3% | $16,006-92.2% | $7,775-83.9% |