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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 | $28,919 | $77,638-62.8% | $156,551-81.5% | $62,881-54.0% |
| Participation rate | 48.0% | 71.2%-23.2pp | 84.0%-36.0pp | 69.3%-21.3pp |
| Annual return | 9.79% | 50.33%-40.5pp | 32.23%-22.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,272 | $3,444-63.1% | $5,501-76.9% | $2,281-44.2% |
| Participant deferral / active EE | $2,545 | $3,046-16.4% | $4,871-47.7% | $3,203-20.5% |
| Admin fee / account holder | $940 | $5,561-83.1% | $13,028-92.8% | $4,296-78.1% |