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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 | $64,409 | $108,825-40.8% | $156,181-58.8% | $82,448-21.9% |
| Participation rate | 46.1% | 72.4%-26.3pp | 78.8%-32.8pp | 68.1%-22.0pp |
| Annual return | 14.65% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,320 | $2,870-54.0% | $4,294-69.2% | $2,551-48.2% |
| Participant deferral / active EE | $3,098 | $4,577-32.3% | $6,132-49.5% | $4,139-25.2% |
| Admin fee / account holder | $2,215 | $9,341-76.3% | $14,586-84.8% | $7,234-69.4% |