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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 | $45,054 | $72,273-37.7% | $101,275-55.5% | $79,856-43.6% |
| Participation rate | 51.3% | 68.5%-17.2pp | 75.8%-24.5pp | 69.6%-18.4pp |
| Annual return | 15.12% | 22.30%-7.2pp | 46.48%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,423 | $2,691-47.1% | $3,660-61.1% | $2,471-42.4% |
| Participant deferral / active EE | $1,831 | $3,282-44.2% | $4,371-58.1% | $3,741-51.1% |
| Admin fee / account holder | $549 | $4,401-87.5% | $5,948-90.8% | $5,306-89.7% |