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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 | $61,181 | $91,559-33.2% | $133,978-54.3% | $79,856-23.4% |
| Participation rate | 48.6% | 73.3%-24.7pp | 79.8%-31.2pp | 69.6%-21.0pp |
| Annual return | 17.55% | 61.85%-44.3pp | 45.10%-27.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,304 | $2,384-45.3% | $3,919-66.7% | $2,471-47.2% |
| Participant deferral / active EE | $2,034 | $3,734-45.5% | $5,047-59.7% | $3,741-45.6% |
| Admin fee / account holder | $1,184 | $6,321-81.3% | $8,930-86.7% | $5,306-77.7% |