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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 | $56,408 | $65,364-13.7% | $92,909-39.3% | $72,975-22.7% |
| Participation rate | 39.7% | 68.3%-28.6pp | 76.0%-36.3pp | 69.5%-29.8pp |
| Annual return | 22.43% | 42.11%-19.7pp | 109.44%-87.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,491 | $2,594-42.5% | $3,653-59.2% | $2,440-38.9% |
| Participant deferral / active EE | $4,658 | $3,128+48.9% | $4,238+9.9% | $3,608+29.1% |
| Admin fee / account holder | $2,928 | $4,251-31.1% | $5,795-49.5% | $5,124-42.9% |