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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 | $49,714 | $106,864-53.5% | $147,318-66.3% | $82,637-39.8% |
| Participation rate | 42.9% | 75.5%-32.6pp | 82.1%-39.2pp | 68.1%-25.2pp |
| Annual return | 19.41% | 27.49%-8.1pp | 70.43%-51.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,143 | $3,417-66.5% | $4,593-75.1% | $2,552-55.2% |
| Participant deferral / active EE | $2,843 | $6,496-56.2% | $7,906-64.0% | $4,126-31.1% |
| Admin fee / account holder | $416 | $8,415-95.1% | $13,708-97.0% | $7,339-94.3% |