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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 | $42,861 | $106,749-59.8% | $145,433-70.5% | $82,448-48.0% |
| Participation rate | 51.0% | 75.6%-24.7pp | 82.1%-31.1pp | 68.1%-17.1pp |
| Annual return | 19.37% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,491 | $3,444-56.7% | $4,554-67.3% | $2,551-41.6% |
| Participant deferral / active EE | $4,021 | $6,519-38.3% | $7,897-49.1% | $4,139-2.9% |
| Admin fee / account holder | $2,670 | $8,390-68.2% | $13,129-79.7% | $7,234-63.1% |