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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 | $39,051 | $83,843-53.4% | $123,973-68.5% | $65,306-40.2% |
| Participation rate | 52.2% | 56.0%-3.8pp | 76.7%-24.5pp | 57.7%-5.5pp |
| Annual return | 16.23% | 19.87%-3.6pp | 388.13%-371.9pp | 21.94%-5.7pp |
| Employer contribution / active EE | $1,341 | $2,873-53.3% | $4,126-67.5% | $1,967-31.8% |
| Participant deferral / active EE | $2,357 | $2,997-21.3% | $5,247-55.1% | $2,959-20.3% |
| Admin fee / account holder | $1,898 | $4,735-59.9% | $11,799-83.9% | $3,480-45.5% |