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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 | $48,082 | $90,400-46.8% | $186,193-74.2% | $87,485-45.0% |
| Participation rate | 54.7% | 66.2%-11.5pp | 77.1%-22.4pp | 68.9%-14.3pp |
| Annual return | 19.94% | 22.15%-2.2pp | 78.03%-58.1pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,686 | $2,170-22.3% | $3,918-57.0% | $2,596-35.1% |
| Participant deferral / active EE | $2,892 | $4,330-33.2% | $6,513-55.6% | $4,274-32.3% |
| Admin fee / account holder | $6,225 | $8,673-28.2% | $11,058-43.7% | $7,775-19.9% |