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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 | $47,615 | $91,559-48.0% | $133,978-64.5% | $79,856-40.4% |
| Participation rate | 23.3% | 73.3%-50.1pp | 79.8%-56.6pp | 69.6%-46.4pp |
| Annual return | 16.14% | 61.85%-45.7pp | 45.10%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $865 | $2,384-63.7% | $3,919-77.9% | $2,471-65.0% |
| Participant deferral / active EE | $1,892 | $3,734-49.3% | $5,047-62.5% | $3,741-49.4% |
| Admin fee / account holder | $4,640 | $6,321-26.6% | $8,930-48.0% | $5,306-12.6% |