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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 | $48,069 | $81,331-40.9% | $155,534-69.1% | $80,935-40.6% |
| Participation rate | 23.9% | 66.3%-42.3pp | 78.2%-54.3pp | 67.7%-43.7pp |
| Annual return | 16.95% | 33.37%-16.4pp | 64.92%-48.0pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,096 | $3,105-64.7% | $4,675-76.6% | $2,757-60.2% |
| Participant deferral / active EE | $923 | $3,454-73.3% | $5,630-83.6% | $4,299-78.5% |
| Admin fee / account holder | $840 | $7,999-89.5% | $15,900-94.7% | $6,924-87.9% |