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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 | $54,557 | $68,880-20.8% | $120,580-54.8% | $80,959-32.6% |
| Participation rate | 39.3% | 61.7%-22.4pp | 72.0%-32.6pp | 67.7%-28.3pp |
| Annual return | 11.94% | 23.68%-11.7pp | 107.48%-95.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,220 | $2,066-40.9% | $3,469-64.8% | $2,757-55.7% |
| Participant deferral / active EE | $2,811 | $3,191-11.9% | $4,995-43.7% | $4,300-34.6% |
| Admin fee / account holder | $528 | $5,785-90.9% | $9,418-94.4% | $6,925-92.4% |