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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 | $49,819 | $78,428-36.5% | $95,960-48.1% | $79,852-37.6% |
| Participation rate | 64.5% | 73.5%-9.0pp | 77.1%-12.6pp | 69.6%-5.1pp |
| Annual return | 13.03% | 19.37%-6.3pp | 91.63%-78.6pp | 31.72%-18.7pp |
| Employer contribution / active EE | $1,450 | $1,945-25.4% | $2,541-42.9% | $2,471-41.3% |
| Participant deferral / active EE | $2,758 | $3,440-19.8% | $4,167-33.8% | $3,740-26.3% |
| Admin fee / account holder | $3,893 | $5,622-30.8% | $6,797-42.7% | $5,306-26.6% |