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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 | $47,239 | $124,980-62.2% | $108,359-56.4% | $154,746-69.5% |
| Participation rate | 58.3% | 75.2%-16.8pp | 70.1%-11.8pp | 80.7%-22.4pp |
| Annual return | 21.08% | 45.00%-23.9pp | 36.89%-15.8pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,140 | $2,851-60.0% | $2,399-52.5% | $4,379-74.0% |
| Participant deferral / active EE | $2,021 | $4,743-57.4% | $4,137-51.1% | $6,730-70.0% |
| Admin fee / account holder | $1,355 | $11,502-88.2% | $9,741-86.1% | $14,365-90.6% |