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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 | $46,632 | $106,864-56.4% | $147,318-68.3% | $82,637-43.6% |
| Participation rate | 51.4% | 75.5%-24.1pp | 82.1%-30.6pp | 68.1%-16.6pp |
| Annual return | 17.41% | 27.49%-10.1pp | 70.43%-53.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,299 | $3,417-62.0% | $4,593-71.7% | $2,552-49.1% |
| Participant deferral / active EE | $2,957 | $6,496-54.5% | $7,906-62.6% | $4,126-28.3% |
| Admin fee / account holder | $572 | $8,415-93.2% | $13,708-95.8% | $7,339-92.2% |