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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 | $48,119 | $78,428-38.6% | $95,960-49.9% | $79,852-39.7% |
| Participation rate | 56.1% | 73.5%-17.4pp | 77.1%-21.0pp | 69.6%-13.5pp |
| Annual return | 10.42% | 19.37%-8.9pp | 91.63%-81.2pp | 31.72%-21.3pp |
| Employer contribution / active EE | $1,358 | $1,945-30.2% | $2,541-46.6% | $2,471-45.0% |
| Participant deferral / active EE | $2,384 | $3,440-30.7% | $4,167-42.8% | $3,740-36.3% |
| Admin fee / account holder | $3,576 | $5,622-36.4% | $6,797-47.4% | $5,306-32.6% |