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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 | $49,190 | $76,407-35.6% | $150,298-67.3% | $82,448-40.3% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 19.11% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,277 | $2,614-51.2% | $4,154-69.3% | $2,551-50.0% |
| Participant deferral / active EE | $3,128 | $3,214-2.7% | $5,453-42.6% | $4,139-24.4% |
| Admin fee / account holder | $418 | $6,352-93.4% | $14,116-97.0% | $7,234-94.2% |