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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 | $50,166 | $87,166-42.4% | $76,735-34.6% | $137,256-63.5% |
| Participation rate | 43.5% | 74.4%-30.9pp | 69.5%-26.0pp | 80.0%-36.5pp |
| Annual return | 18.37% | 26.50%-8.1pp | 29.77%-11.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,234 | $2,904-57.5% | $2,454-49.7% | $4,156-70.3% |
| Participant deferral / active EE | $2,874 | $4,726-39.2% | $4,088-29.7% | $6,407-55.1% |
| Admin fee / account holder | $4,081 | $8,403-51.4% | $7,189-43.2% | $12,270-66.7% |