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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 | $45,535 | $78,705-42.1% | $117,860-61.4% | $70,124-35.1% |
| Participation rate | 62.2% | 73.2%-11.0pp | 79.7%-17.5pp | 69.5%-7.4pp |
| Annual return | 13.45% | 23.30%-9.8pp | 335.10%-321.6pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,214 | $2,223-45.4% | $3,786-67.9% | $2,342-48.2% |
| Participant deferral / active EE | $2,022 | $3,297-38.7% | $4,482-54.9% | $3,332-39.3% |
| Admin fee / account holder | $881 | $5,065-82.6% | $8,021-89.0% | $4,645-81.0% |