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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 | $47,711 | $77,634-38.5% | $156,551-69.5% | $62,891-24.1% |
| Participation rate | 28.8% | 71.2%-42.4pp | 84.0%-55.2pp | 69.3%-40.5pp |
| Annual return | 5.28% | 50.32%-45.0pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,195 | $3,444-65.3% | $5,501-78.3% | $2,281-47.6% |
| Participant deferral / active EE | $2,393 | $3,045-21.4% | $4,871-50.9% | $3,203-25.3% |
| Admin fee / account holder | $2,169 | $5,561-61.0% | $13,028-83.3% | $4,296-49.5% |