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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 | $25,496 | $77,638-67.2% | $156,551-83.7% | $62,881-59.5% |
| Participation rate | 49.4% | 71.2%-21.8pp | 84.0%-34.6pp | 69.3%-19.9pp |
| Annual return | 8.38% | 50.33%-41.9pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,378 | $3,444-60.0% | $5,501-74.9% | $2,281-39.6% |
| Participant deferral / active EE | $1,946 | $3,046-36.1% | $4,871-60.0% | $3,203-39.2% |
| Admin fee / account holder | $5,607 | $5,561+0.8% | $13,028-57.0% | $4,296+30.5% |