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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 | $38,651 | $108,825-64.5% | $156,181-75.3% | $82,448-53.1% |
| Participation rate | 30.3% | 72.4%-42.1pp | 78.8%-48.6pp | 68.1%-37.8pp |
| Annual return | 16.32% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,214 | $2,870-57.7% | $4,294-71.7% | $2,551-52.4% |
| Participant deferral / active EE | $2,347 | $4,577-48.7% | $6,132-61.7% | $4,139-43.3% |
| Admin fee / account holder | $4,879 | $9,341-47.8% | $14,586-66.6% | $7,234-32.6% |