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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 | $47,487 | $76,407-37.9% | $150,298-68.4% | $82,448-42.4% |
| Participation rate | 36.7% | 66.4%-29.7pp | 77.8%-41.0pp | 68.1%-31.3pp |
| Annual return | 15.12% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $764 | $2,614-70.8% | $4,154-81.6% | $2,551-70.0% |
| Participant deferral / active EE | $2,009 | $3,214-37.5% | $5,453-63.2% | $4,139-51.5% |
| Admin fee / account holder | $791 | $6,352-87.5% | $14,116-94.4% | $7,234-89.1% |