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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 | $59,153 | $93,346-36.6% | $71,796-17.6% | $273,972-78.4% |
| Participation rate | 57.9% | 76.5%-18.6pp | 69.1%-11.2pp | 83.0%-25.1pp |
| Annual return | 23.65% | 130.39%-106.7pp | 78.04%-54.4pp | 41.46%-17.8pp |
| Employer contribution / active EE | $1,297 | $2,733-52.5% | $1,924-32.6% | $4,869-73.4% |
| Participant deferral / active EE | $2,817 | $3,475-18.9% | $2,794+0.8% | $5,287-46.7% |
| Admin fee / account holder | $3,986 | $6,571-39.3% | $4,815-17.2% | $10,133-60.7% |