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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 | $55,407 | $77,814-28.8% | $158,223-65.0% | $86,983-36.3% |
| Participation rate | 44.4% | 68.4%-24.0pp | 79.2%-34.8pp | 69.5%-25.1pp |
| Annual return | 15.99% | 30.54%-14.5pp | 52.09%-36.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,887 | $2,592-27.2% | $4,109-54.1% | $2,584-27.0% |
| Participant deferral / active EE | $2,941 | $3,270-10.1% | $5,467-46.2% | $4,194-29.9% |
| Admin fee / account holder | $3,641 | $5,879-38.1% | $16,047-77.3% | $7,856-53.7% |