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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 | $55,912 | $99,053-43.6% | $88,179-36.6% | $138,895-59.7% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.1%-40.6pp | 79.9%-51.3pp |
| Annual return | 21.23% | 78.17%-56.9pp | 64.97%-43.7pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,893 | $2,882-34.3% | $2,549-25.8% | $4,194-54.9% |
| Participant deferral / active EE | $3,431 | $5,225-34.3% | $4,614-25.6% | $6,396-46.4% |
| Admin fee / account holder | $1,385 | $8,748-84.2% | $7,673-81.9% | $12,562-89.0% |