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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 | $124,980-55.8% | $108,359-49.1% | $154,746-64.3% |
| Participation rate | 35.3% | 75.2%-39.9pp | 70.1%-34.8pp | 80.7%-45.4pp |
| Annual return | 16.57% | 45.00%-28.4pp | 36.89%-20.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,114 | $2,851-60.9% | $2,399-53.6% | $4,379-74.6% |
| Participant deferral / active EE | $1,721 | $4,743-63.7% | $4,137-58.4% | $6,730-74.4% |
| Admin fee / account holder | $3,169 | $11,502-72.4% | $9,741-67.5% | $14,365-77.9% |