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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 | $41,177 | $99,994-58.8% | $146,643-71.9% | $85,847-52.0% |
| Participation rate | 49.5% | 73.1%-23.6pp | 80.1%-30.6pp | 69.3%-19.9pp |
| Annual return | 18.79% | 18.93%-0.1pp | 22.75%-4.0pp | 318.61%-299.8pp |
| Employer contribution / active EE | $1,217 | $2,559-52.4% | $4,137-70.6% | $2,565-52.6% |
| Participant deferral / active EE | $2,783 | $4,006-30.5% | $5,506-49.4% | $3,952-29.6% |
| Admin fee / account holder | $3,373 | $7,703-56.2% | $10,280-67.2% | $6,261-46.1% |