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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 | $48,766 | $182,442-73.3% | $163,379-70.2% | $138,895-64.9% |
| Participation rate | 35.0% | 79.8%-44.8pp | 76.8%-41.8pp | 79.9%-44.9pp |
| Annual return | 22.90% | 72.74%-49.8pp | 63.41%-40.5pp | 145.39%-122.5pp |
| Employer contribution / active EE | $1,116 | $4,159-73.2% | $3,752-70.3% | $4,194-73.4% |
| Participant deferral / active EE | $1,649 | $6,817-75.8% | $6,282-73.8% | $6,396-74.2% |
| Admin fee / account holder | $1,290 | $10,396-87.6% | $9,818-86.9% | $12,562-89.7% |