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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 | $44,187 | $106,749-58.6% | $145,433-69.6% | $82,448-46.4% |
| Participation rate | 18.6% | 75.6%-57.1pp | 82.1%-63.5pp | 68.1%-49.5pp |
| Annual return | 16.69% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,296 | $3,444-62.4% | $4,554-71.6% | $2,551-49.2% |
| Participant deferral / active EE | $2,543 | $6,519-61.0% | $7,897-67.8% | $4,139-38.6% |
| Admin fee / account holder | $2,158 | $8,390-74.3% | $13,129-83.6% | $7,234-70.2% |