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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 | $47,773 | $108,825-56.1% | $156,181-69.4% | $82,448-42.1% |
| Participation rate | 31.6% | 72.4%-40.8pp | 78.8%-47.2pp | 68.1%-36.5pp |
| Annual return | 17.90% | 20.59%-2.7pp | 64.87%-47.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,224 | $2,870-57.4% | $4,294-71.5% | $2,551-52.0% |
| Participant deferral / active EE | $2,297 | $4,577-49.8% | $6,132-62.5% | $4,139-44.5% |
| Admin fee / account holder | $2,199 | $9,341-76.5% | $14,586-84.9% | $7,234-69.6% |