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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 | $54,068 | $88,672-39.0% | $105,223-48.6% | $82,448-34.4% |
| Participation rate | 57.6% | 67.9%-10.3pp | 75.0%-17.4pp | 68.1%-10.5pp |
| Annual return | 17.87% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,221 | $3,048-27.1% | $3,689-39.8% | $2,551-12.9% |
| Participant deferral / active EE | $3,008 | $4,036-25.5% | $5,072-40.7% | $4,139-27.3% |
| Admin fee / account holder | $3,428 | $7,146-52.0% | $8,859-61.3% | $7,234-52.6% |