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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 | $48,537 | $91,559-47.0% | $133,978-63.8% | $79,856-39.2% |
| Participation rate | 59.0% | 73.3%-14.4pp | 79.8%-20.9pp | 69.6%-10.7pp |
| Annual return | 15.19% | 61.85%-46.7pp | 45.10%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,027 | $2,384-56.9% | $3,919-73.8% | $2,471-58.4% |
| Participant deferral / active EE | $2,295 | $3,734-38.5% | $5,047-54.5% | $3,741-38.6% |
| Admin fee / account holder | $4,473 | $6,321-29.2% | $8,930-49.9% | $5,306-15.7% |