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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 | $54,976 | $111,814-50.8% | $103,374-46.8% | $145,959-62.3% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.5%-33.6pp | 80.3%-39.4pp |
| Annual return | 19.31% | 24.77%-5.5pp | 24.89%-5.6pp | 561.95%-542.6pp |
| Employer contribution / active EE | $1,298 | $4,214-69.2% | $3,869-66.5% | $4,661-72.2% |
| Participant deferral / active EE | $1,956 | $5,618-65.2% | $5,058-61.3% | $6,689-70.8% |
| Admin fee / account holder | $2,866 | $9,754-70.6% | $8,394-65.9% | $13,398-78.6% |