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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 | $49,660 | $81,331-38.9% | $155,534-68.1% | $80,935-38.6% |
| Participation rate | 36.4% | 66.3%-29.9pp | 78.2%-41.9pp | 67.7%-31.3pp |
| Annual return | 21.22% | 33.37%-12.1pp | 64.92%-43.7pp | 35.66%-14.4pp |
| Employer contribution / active EE | $1,343 | $3,105-56.7% | $4,675-71.3% | $2,757-51.3% |
| Participant deferral / active EE | $3,089 | $3,454-10.6% | $5,630-45.1% | $4,299-28.1% |
| Admin fee / account holder | $2,767 | $7,999-65.4% | $15,900-82.6% | $6,924-60.0% |