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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 | $67,646 | $108,825-37.8% | $156,181-56.7% | $82,448-18.0% |
| Participation rate | 49.3% | 72.4%-23.1pp | 78.8%-29.6pp | 68.1%-18.8pp |
| Annual return | 15.14% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,491 | $2,870-48.0% | $4,294-65.3% | $2,551-41.5% |
| Participant deferral / active EE | $2,373 | $4,577-48.2% | $6,132-61.3% | $4,139-42.7% |
| Admin fee / account holder | $2,412 | $9,341-74.2% | $14,586-83.5% | $7,234-66.7% |