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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 | $42,798 | $99,875-57.1% | $146,866-70.9% | $86,983-50.8% |
| Participation rate | 60.9% | 75.8%-14.9pp | 82.5%-21.6pp | 69.5%-8.7pp |
| Annual return | 16.22% | 28.10%-11.9pp | 102.85%-86.6pp | 25.83%-9.6pp |
| Employer contribution / active EE | $1,433 | $3,224-55.6% | $4,425-67.6% | $2,584-44.6% |
| Participant deferral / active EE | $2,399 | $6,322-62.1% | $7,759-69.1% | $4,194-42.8% |
| Admin fee / account holder | $2,550 | $7,838-67.5% | $13,620-81.3% | $7,856-67.5% |