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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 | $52,709 | $81,331-35.2% | $155,534-66.1% | $80,935-34.9% |
| Participation rate | 41.7% | 66.3%-24.6pp | 78.2%-36.6pp | 67.7%-26.0pp |
| Annual return | 11.83% | 33.37%-21.5pp | 64.92%-53.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,472 | $3,105-52.6% | $4,675-68.5% | $2,757-46.6% |
| Participant deferral / active EE | $2,357 | $3,454-31.8% | $5,630-58.1% | $4,299-45.2% |
| Admin fee / account holder | $1,386 | $7,999-82.7% | $15,900-91.3% | $6,924-80.0% |