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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 | $106,864-58.7% | $147,318-70.0% | $82,637-46.5% |
| Participation rate | 18.6% | 75.5%-56.9pp | 82.1%-63.5pp | 68.1%-49.5pp |
| Annual return | 16.69% | 27.49%-10.8pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,296 | $3,417-62.1% | $4,593-71.8% | $2,552-49.2% |
| Participant deferral / active EE | $2,543 | $6,496-60.8% | $7,906-67.8% | $4,126-38.4% |
| Admin fee / account holder | $2,158 | $8,415-74.3% | $13,708-84.3% | $7,339-70.6% |