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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 | $47,952 | $48,050-0.2% | $96,754-50.4% | $64,340-25.5% |
| Participation rate | 18.9% | 40.6%-21.7pp | 70.3%-51.4pp | 55.2%-36.4pp |
| Annual return | 22.34% | 23.41%-1.1pp | 82.04%-59.7pp | 24.14%-1.8pp |
| Employer contribution / active EE | $757 | $1,204-37.2% | $2,679-71.8% | $1,862-59.4% |
| Participant deferral / active EE | $1,282 | $2,191-41.5% | $4,758-73.1% | $2,980-57.0% |
| Admin fee / account holder | $797 | $3,741-78.7% | $8,905-91.1% | $3,703-78.5% |