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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 | $55,577 | $102,245-45.6% | $89,340-37.8% | $137,256-59.5% |
| Participation rate | 47.1% | 74.9%-27.8pp | 69.6%-22.5pp | 80.0%-32.9pp |
| Annual return | 18.46% | 21.89%-3.4pp | 20.57%-2.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,189 | $2,529-53.0% | $2,231-46.7% | $4,156-71.4% |
| Participant deferral / active EE | $2,560 | $4,436-42.3% | $3,823-33.0% | $6,407-60.0% |
| Admin fee / account holder | $529 | $8,085-93.5% | $6,704-92.1% | $12,270-95.7% |