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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 | $57,200 | $76,407-25.1% | $150,298-61.9% | $82,448-30.6% |
| Participation rate | 26.5% | 66.4%-39.9pp | 77.8%-51.3pp | 68.1%-41.6pp |
| Annual return | 13.44% | 39.99%-26.6pp | 62.79%-49.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $788 | $2,614-69.9% | $4,154-81.0% | $2,551-69.1% |
| Participant deferral / active EE | $1,959 | $3,214-39.0% | $5,453-64.1% | $4,139-52.7% |
| Admin fee / account holder | $4,172 | $6,352-34.3% | $14,116-70.4% | $7,234-42.3% |