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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 | $62,968 | $91,559-31.2% | $133,978-53.0% | $79,856-21.1% |
| Participation rate | 59.5% | 73.3%-13.8pp | 79.8%-20.3pp | 69.6%-10.1pp |
| Annual return | 18.70% | 61.85%-43.2pp | 45.10%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,729 | $2,384-27.5% | $3,919-55.9% | $2,471-30.0% |
| Participant deferral / active EE | $2,475 | $3,734-33.7% | $5,047-51.0% | $3,741-33.8% |
| Admin fee / account holder | $2,731 | $6,321-56.8% | $8,930-69.4% | $5,306-48.5% |