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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 | $29,883 | $90,486-67.0% | $78,676-62.0% | $273,972-89.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 7.70% | 75.62%-67.9pp | 62.19%-54.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,541 | $3,175-51.5% | $2,850-45.9% | $4,869-68.3% |
| Participant deferral / active EE | $2,657 | $3,901-31.9% | $3,517-24.5% | $5,287-49.8% |
| Admin fee / account holder | $2,749 | $5,263-47.8% | $4,510-39.1% | $10,133-72.9% |