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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 | $56,545 | $99,875-43.4% | $146,866-61.5% | $86,983-35.0% |
| Participation rate | 55.8% | 75.8%-20.0pp | 82.5%-26.7pp | 69.5%-13.7pp |
| Annual return | 18.09% | 28.10%-10.0pp | 102.85%-84.8pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,602 | $3,224-50.3% | $4,425-63.8% | $2,584-38.0% |
| Participant deferral / active EE | $2,932 | $6,322-53.6% | $7,759-62.2% | $4,194-30.1% |
| Admin fee / account holder | $974 | $7,838-87.6% | $13,620-92.9% | $7,856-87.6% |