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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 | $51,249 | $81,358-37.0% | $155,556-67.1% | $80,959-36.7% |
| Participation rate | 44.2% | 66.3%-22.1pp | 78.2%-34.0pp | 67.7%-23.5pp |
| Annual return | 17.01% | 33.39%-16.4pp | 64.84%-47.8pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,078 | $3,106-65.3% | $4,675-76.9% | $2,757-60.9% |
| Participant deferral / active EE | $2,678 | $3,455-22.5% | $5,631-52.4% | $4,300-37.7% |
| Admin fee / account holder | $715 | $7,994-91.1% | $15,885-95.5% | $6,925-89.7% |