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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 | $49,752 | $106,749-53.4% | $145,433-65.8% | $82,448-39.7% |
| Participation rate | 53.3% | 75.6%-22.3pp | 82.1%-28.8pp | 68.1%-14.7pp |
| Annual return | 14.25% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,414 | $3,444-59.0% | $4,554-69.0% | $2,551-44.6% |
| Participant deferral / active EE | $3,487 | $6,519-46.5% | $7,897-55.8% | $4,139-15.8% |
| Admin fee / account holder | $650 | $8,390-92.2% | $13,129-95.0% | $7,234-91.0% |