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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 | $43,171 | $72,269-40.3% | $101,271-57.4% | $79,852-45.9% |
| Participation rate | 53.2% | 68.5%-15.2pp | 75.8%-22.6pp | 69.6%-16.4pp |
| Annual return | 14.81% | 22.29%-7.5pp | 46.48%-31.7pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,626 | $2,692-39.6% | $3,660-55.6% | $2,471-34.2% |
| Participant deferral / active EE | $2,023 | $3,282-38.3% | $4,371-53.7% | $3,740-45.9% |
| Admin fee / account holder | $7,922 | $4,401+80.0% | $5,948+33.2% | $5,306+49.3% |