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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 | $55,987 | $106,864-47.6% | $147,318-62.0% | $82,637-32.2% |
| Participation rate | 40.0% | 75.5%-35.5pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 15.75% | 27.49%-11.7pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,410 | $3,417-58.7% | $4,593-69.3% | $2,552-44.8% |
| Participant deferral / active EE | $3,164 | $6,496-51.3% | $7,906-60.0% | $4,126-23.3% |
| Admin fee / account holder | $2,024 | $8,415-75.9% | $13,708-85.2% | $7,339-72.4% |