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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 | $49,204 | $182,442-73.0% | $163,379-69.9% | $138,895-64.6% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.8%-62.5pp | 79.9%-65.6pp |
| Annual return | 17.89% | 72.74%-54.8pp | 63.41%-45.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $516 | $4,159-87.6% | $3,752-86.2% | $4,194-87.7% |
| Participant deferral / active EE | $1,291 | $6,817-81.1% | $6,282-79.4% | $6,396-79.8% |
| Admin fee / account holder | $5,725 | $10,396-44.9% | $9,818-41.7% | $12,562-54.4% |