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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 | $55,194 | $112,729-51.0% | $98,716-44.1% | $137,256-59.8% |
| Participation rate | 35.3% | 74.2%-38.9pp | 69.3%-34.0pp | 80.0%-44.7pp |
| Annual return | 16.57% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,114 | $2,725-59.1% | $2,279-51.1% | $4,156-73.2% |
| Participant deferral / active EE | $1,721 | $4,640-62.9% | $4,048-57.5% | $6,407-73.1% |
| Admin fee / account holder | $3,169 | $10,129-68.7% | $8,703-63.6% | $12,270-74.2% |