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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 | $49,732 | $76,407-34.9% | $150,298-66.9% | $82,448-39.7% |
| Participation rate | 45.3% | 66.4%-21.0pp | 77.8%-32.4pp | 68.1%-22.7pp |
| Annual return | 18.80% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $803 | $2,614-69.3% | $4,154-80.7% | $2,551-68.5% |
| Participant deferral / active EE | $2,495 | $3,214-22.4% | $5,453-54.2% | $4,139-39.7% |
| Admin fee / account holder | $3,925 | $6,352-38.2% | $14,116-72.2% | $7,234-45.7% |