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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 | $49,693 | $108,825-54.3% | $156,181-68.2% | $82,448-39.7% |
| Participation rate | 32.6% | 72.4%-39.8pp | 78.8%-46.3pp | 68.1%-35.5pp |
| Annual return | 19.62% | 20.59%-1.0pp | 64.87%-45.3pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,606 | $2,870+25.7% | $4,294-16.0% | $2,551+41.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,698 | $9,341-49.7% | $14,586-67.8% | $7,234-35.1% |